Curio Wealth LLC Purchases 24,670 Shares of Dimensional US Real Estate ETF $DFAR

Curio Wealth LLC raised its position in Dimensional US Real Estate ETF (NYSEARCA:DFAR) by 10.1% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 267,970 shares of the company’s stock after buying an additional 24,670 shares during the quarter. Dimensional US Real Estate ETF accounts for 2.2% of Curio Wealth LLC’s holdings, making the stock its 10th biggest holding. Curio Wealth LLC owned 0.42% of Dimensional US Real Estate ETF worth $6,153,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Focus Partners Wealth grew its holdings in Dimensional US Real Estate ETF by 2.7% in the 3rd quarter. Focus Partners Wealth now owns 3,682,897 shares of the company’s stock valued at $87,837,000 after buying an additional 96,126 shares in the last quarter. HighTower Advisors LLC grew its holdings in Dimensional US Real Estate ETF by 8.3% in the 4th quarter. HighTower Advisors LLC now owns 2,575,478 shares of the company’s stock valued at $58,982,000 after buying an additional 196,432 shares in the last quarter. Elwood & Goetz Wealth Advisory Group LLC grew its holdings in Dimensional US Real Estate ETF by 8.1% in the 4th quarter. Elwood & Goetz Wealth Advisory Group LLC now owns 2,375,621 shares of the company’s stock valued at $54,405,000 after buying an additional 177,099 shares in the last quarter. Root Financial Partners LLC grew its holdings in Dimensional US Real Estate ETF by 20.6% in the 4th quarter. Root Financial Partners LLC now owns 1,909,269 shares of the company’s stock valued at $43,725,000 after buying an additional 326,780 shares in the last quarter. Finally, Vise Technologies Inc. grew its holdings in Dimensional US Real Estate ETF by 292.6% in the 4th quarter. Vise Technologies Inc. now owns 1,696,565 shares of the company’s stock valued at $38,853,000 after buying an additional 1,264,461 shares in the last quarter.

Dimensional US Real Estate ETF Price Performance

Shares of NYSEARCA DFAR opened at $25.92 on Friday. The stock’s fifty day moving average price is $25.25 and its two-hundred day moving average price is $24.30. Dimensional US Real Estate ETF has a one year low of $22.65 and a one year high of $26.38. The firm has a market cap of $1.70 billion, a price-to-earnings ratio of 31.45 and a beta of 0.91.

Dimensional US Real Estate ETF Company 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.