Root Financial Partners LLC Raises Position in Dimensional US Real Estate ETF $DFAR

Root Financial Partners LLC boosted its position in shares of Dimensional US Real Estate ETF (NYSEARCA:DFAR) by 50.1% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 1,582,489 shares of the company’s stock after buying an additional 528,128 shares during the period. Dimensional US Real Estate ETF makes up about 2.3% of Root Financial Partners LLC’s portfolio, making the stock its 10th biggest holding. Root Financial Partners LLC owned about 2.69% of Dimensional US Real Estate ETF worth $37,742,000 at the end of the most recent reporting period.

Several other institutional investors have also added to or reduced their stakes in DFAR. Lakeridge Wealth Management LLC raised its holdings in shares of Dimensional US Real Estate ETF by 1.6% during the 3rd quarter. Lakeridge Wealth Management LLC now owns 30,218 shares of the company’s stock worth $721,000 after acquiring an additional 473 shares in the last quarter. Brookstone Capital Management increased its position in Dimensional US Real Estate ETF by 4.5% in the second quarter. Brookstone Capital Management now owns 12,013 shares of the company’s stock worth $282,000 after purchasing an additional 519 shares during the last quarter. SageView Advisory Group LLC raised its stake in Dimensional US Real Estate ETF by 0.7% during the second quarter. SageView Advisory Group LLC now owns 80,038 shares of the company’s stock valued at $1,882,000 after purchasing an additional 522 shares in the last quarter. Allodium Investment Consultants LLC lifted its position in Dimensional US Real Estate ETF by 5.6% during the third quarter. Allodium Investment Consultants LLC now owns 10,303 shares of the company’s stock valued at $246,000 after purchasing an additional 544 shares during the last quarter. Finally, Blue Trust Inc. grew its stake in shares of Dimensional US Real Estate ETF by 5.7% in the 3rd quarter. Blue Trust Inc. now owns 10,089 shares of the company’s stock worth $241,000 after buying an additional 544 shares in the last quarter.

Dimensional US Real Estate ETF Stock Up 1.2%

Dimensional US Real Estate ETF stock opened at $23.94 on Tuesday. The company’s 50-day moving average price is $23.27 and its 200-day moving average price is $23.48. The company has a market cap of $1.51 billion, a PE ratio of 31.45 and a beta of 0.94. Dimensional US Real Estate ETF has a twelve month low of $20.32 and a twelve month high of $24.68.

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.