Sterling Financial Planning Inc. Has $4.43 Million Stock Holdings in Dimensional Global Real Estate ETF (NYSEARCA:DFGR)

Sterling Financial Planning Inc. grew its stake in shares of Dimensional Global Real Estate ETF (NYSEARCA:DFGR) by 4.5% during the 4th quarter, Holdings Channel reports. The firm owned 173,385 shares of the company’s stock after buying an additional 7,474 shares during the period. Dimensional Global Real Estate ETF comprises about 1.6% of Sterling Financial Planning Inc.’s investment portfolio, making the stock its 18th biggest position. Sterling Financial Planning Inc.’s holdings in Dimensional Global Real Estate ETF were worth $4,428,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Capstone Wealth Management LLC bought a new stake in Dimensional Global Real Estate ETF in the fourth quarter valued at approximately $225,000. Vested Financial Planning LLC acquired a new position in shares of Dimensional Global Real Estate ETF during the 4th quarter worth approximately $228,000. Copperleaf Capital LLC raised its stake in Dimensional Global Real Estate ETF by 12.1% in the 4th quarter. Copperleaf Capital LLC now owns 9,640 shares of the company’s stock valued at $246,000 after acquiring an additional 1,041 shares during the period. Park Avenue Securities LLC acquired a new stake in Dimensional Global Real Estate ETF during the 4th quarter valued at $250,000. Finally, Two West Capital Advisors LLC boosted its position in Dimensional Global Real Estate ETF by 20.3% during the fourth quarter. Two West Capital Advisors LLC now owns 10,193 shares of the company’s stock worth $260,000 after purchasing an additional 1,717 shares during the period.

Dimensional Global Real Estate ETF Price Performance

Shares of DFGR opened at $26.38 on Thursday. The company’s 50-day moving average is $25.82 and its 200-day moving average is $27.18. The firm has a market capitalization of $1.74 billion, a PE ratio of 18.69 and a beta of 0.94. Dimensional Global Real Estate ETF has a fifty-two week low of $23.36 and a fifty-two week high of $29.39.

Dimensional Global Real Estate ETF Company Profile

The Dimensional Global Real Estate ETF (DFGR) is an exchange-traded fund that mostly invests in real estate equity. The fund is actively managed to hold a diversified selection of US and foreign companies whose principal activities are engaged in the broad real estate sector, while focusing on REITs.