CogentBlue Wealth Advisors LLC raised its stake in the Dimensional Global Real Estate ETF by 42.2%, making it their 7th largest holding. Other institutions like Forum Financial Management and Savant Capital also increased their shares, with DFGR focusing on real estate investments.

NodeGuardian

2026-04-17 02:53:55

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CogentBlue Wealth Advisors LLC significantly increased its stake in the Dimensional Global Real Estate ETF (NYSEARCA:DFGR) by 42.2% during the fourth quarter, making it their 7th largest holding. Several other institutional investors also adjusted their positions in DFGR, with Forum Financial Management LP, Savant Capital LLC, and JMG Financial Group Ltd. among those boosting their shares. The article also provides a profile of DFGR, detailing its investment strategy as an actively managed ETF focused on US and foreign companies in the real estate sector, primarily REITs.

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Dimensional Global Real Estate ETF $DFGR Shares Acquired by CogentBlue Wealth Advisors LLC

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