Ballast Financial Advisors LLC Buys New Stake in Dimensional US Real Estate ETF $DFAR

Ballast Financial Advisors LLC bought a new stake in Dimensional US Real Estate ETF (NYSEARCA:DFAR) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm bought 46,597 shares of the company’s stock, valued at approximately $1,067,000. Dimensional US Real Estate ETF comprises about 1.1% of Ballast Financial Advisors LLC’s investment portfolio, making the stock its 21st largest position. Ballast Financial Advisors LLC owned about 0.07% of Dimensional US Real Estate ETF at the end of the most recent quarter.

Several other institutional investors have also recently added to or reduced their stakes in DFAR. Vise Technologies Inc. increased 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 purchasing an additional 1,264,461 shares during the last quarter. Burton Enright Welch purchased a new position in Dimensional US Real Estate ETF in the 4th quarter valued at approximately $15,458,000. Savant Capital LLC boosted its position in Dimensional US Real Estate ETF by 70.4% in the 4th quarter. Savant Capital LLC now owns 958,787 shares of the company’s stock valued at $21,957,000 after buying an additional 395,969 shares during the period. Root Financial Partners LLC boosted its position 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 during the period. Finally, HighTower Advisors LLC boosted its position 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 during the period.

Dimensional US Real Estate ETF Stock Down 2.3%

Shares of DFAR stock opened at $25.83 on Thursday. Dimensional US Real Estate ETF has a 52 week low of $22.65 and a 52 week high of $26.78. The stock has a market capitalization of $1.69 billion, a PE ratio of 31.45 and a beta of 0.91. The firm has a 50 day moving average of $25.72 and a two-hundred day moving average of $24.48.

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.