Diversify Wealth Management LLC Has $4.78 Million Stock Position in Dimensional US Real Estate ETF $DFAR

Diversify Wealth Management LLC cut its holdings in Dimensional US Real Estate ETF (NYSEARCA:DFAR) by 14.0% during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 205,410 shares of the company’s stock after selling 33,527 shares during the quarter. Diversify Wealth Management LLC owned approximately 0.35% of Dimensional US Real Estate ETF worth $4,782,000 at the end of the most recent reporting period.

Several other institutional investors have also recently bought and sold shares of DFAR. Caprock Group LLC bought a new stake in shares of Dimensional US Real Estate ETF during the 3rd quarter valued at approximately $668,000. AWM Capital LLC lifted its stake in Dimensional US Real Estate ETF by 15.8% in the 3rd quarter. AWM Capital LLC now owns 244,351 shares of the company’s stock valued at $5,828,000 after purchasing an additional 33,308 shares during the last quarter. Elwood & Goetz Wealth Advisory Group LLC boosted its position in Dimensional US Real Estate ETF by 6.0% in the third quarter. Elwood & Goetz Wealth Advisory Group LLC now owns 2,198,522 shares of the company’s stock valued at $52,435,000 after buying an additional 125,155 shares in the last quarter. Pinnacle Financial Group LLC IL grew its stake in shares of Dimensional US Real Estate ETF by 1.8% during the second quarter. Pinnacle Financial Group LLC IL now owns 242,972 shares of the company’s stock worth $5,700,000 after buying an additional 4,182 shares during the last quarter. Finally, Moisand Fitzgerald Tamayo LLC increased its holdings in shares of Dimensional US Real Estate ETF by 5.9% during the third quarter. Moisand Fitzgerald Tamayo LLC now owns 1,271,890 shares of the company’s stock worth $30,335,000 after buying an additional 70,649 shares in the last quarter.

Dimensional US Real Estate ETF Stock Performance

Shares of DFAR opened at $25.22 on Friday. Dimensional US Real Estate ETF has a 52 week low of $20.32 and a 52 week high of $25.26. The stock has a market capitalization of $1.62 billion, a price-to-earnings ratio of 31.45 and a beta of 0.94. The stock has a fifty day moving average of $23.71 and a 200-day moving average of $23.60.

Dimensional US Real Estate ETF Profile

The Dimensional US Real Estate ETF (DFAR) is an exchange-traded fund that mostly invests in real estate equity. The fund is actively managed to invest in US companies whose principal activities are engaged in the broad real estate sector, including REITs. Portfolio holdings are weighted by market capitalization. DFAR was launched on Feb 23, 2022 and is managed by Dimensional.