Focus Partners Wealth Has $87.84 Million Stake in Dimensional US Real Estate ETF $DFAR

Focus Partners Wealth lifted its position in shares of Dimensional US Real Estate ETF (NYSEARCA:DFAR) by 2.7% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 3,682,897 shares of the company’s stock after buying an additional 96,126 shares during the period. Focus Partners Wealth owned about 0.06% of Dimensional US Real Estate ETF worth $87,837,000 at the end of the most recent quarter.

A number of other hedge funds have also modified their holdings of the company. Orion Porfolio Solutions LLC raised its position in Dimensional US Real Estate ETF by 3.8% in the 3rd quarter. Orion Porfolio Solutions LLC now owns 12,055 shares of the company’s stock valued at $288,000 after buying an additional 436 shares during the last quarter. Lakeridge Wealth Management LLC lifted its stake in Dimensional US Real Estate ETF by 1.6% in the 3rd quarter. Lakeridge Wealth Management LLC now owns 30,218 shares of the company’s stock valued at $721,000 after acquiring an additional 473 shares in the last quarter. EverSource Wealth Advisors LLC boosted its position in Dimensional US Real Estate ETF by 81.2% during the 3rd quarter. EverSource Wealth Advisors LLC now owns 1,154 shares of the company’s stock worth $28,000 after acquiring an additional 517 shares during the last quarter. SageView Advisory Group LLC grew its stake in shares of Dimensional US Real Estate ETF by 0.7% during the 2nd quarter. SageView Advisory Group LLC now owns 80,038 shares of the company’s stock worth $1,882,000 after acquiring an additional 522 shares in the last quarter. Finally, Allodium Investment Consultants LLC grew its stake in shares of Dimensional US Real Estate ETF by 5.6% during the 3rd quarter. Allodium Investment Consultants LLC now owns 10,303 shares of the company’s stock worth $246,000 after acquiring an additional 544 shares in the last quarter.

Dimensional US Real Estate ETF Stock Up 0.7%

NYSEARCA DFAR opened at $24.61 on Tuesday. The firm’s 50 day moving average is $24.18 and its 200-day moving average is $23.73. The company has a market capitalization of $1.58 billion, a PE ratio of 31.45 and a beta of 0.94. Dimensional US Real Estate ETF has a 12-month low of $20.32 and a 12-month high of $25.46.

About Dimensional US Real Estate ETF

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.