Dimensional US Real Estate ETF $DFAR is Root Financial Partners LLC’s 10th Largest Position

Root Financial Partners LLC lifted its holdings in Dimensional US Real Estate ETF (NYSEARCA:DFAR) by 20.6% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 1,909,269 shares of the company’s stock after purchasing an additional 326,780 shares during the quarter. Dimensional US Real Estate ETF accounts for approximately 2.2% of Root Financial Partners LLC’s investment portfolio, making the stock its 10th largest position. Root Financial Partners LLC’s holdings in Dimensional US Real Estate ETF were worth $43,725,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently modified their holdings of the business. Orion Porfolio Solutions LLC grew its holdings in shares of Dimensional US Real Estate ETF by 3.8% in the third quarter. Orion Porfolio Solutions LLC now owns 12,055 shares of the company’s stock valued at $288,000 after purchasing an additional 436 shares in the last quarter. CPA Asset Management Group LLC grew its holdings in shares of Dimensional US Real Estate ETF by 3.1% in the fourth quarter. CPA Asset Management Group LLC now owns 14,454 shares of the company’s stock valued at $331,000 after purchasing an additional 438 shares in the last quarter. Sprinkle Financial Consultants LLC grew its holdings in shares of Dimensional US Real Estate ETF by 1.3% in the fourth quarter. Sprinkle Financial Consultants LLC now owns 36,481 shares of the company’s stock valued at $835,000 after purchasing an additional 456 shares in the last quarter. EverSource Wealth Advisors LLC grew its holdings in shares of Dimensional US Real Estate ETF by 81.2% in the third quarter. EverSource Wealth Advisors LLC now owns 1,154 shares of the company’s stock valued at $28,000 after purchasing an additional 517 shares in the last quarter. Finally, Heritage Wealth Management Inc. CA grew its holdings in shares of Dimensional US Real Estate ETF by 1.6% in the fourth quarter. Heritage Wealth Management Inc. CA now owns 37,692 shares of the company’s stock valued at $863,000 after purchasing an additional 607 shares in the last quarter.

Dimensional US Real Estate ETF Stock Performance

DFAR stock opened at $25.42 on Tuesday. The firm has a fifty day moving average price of $25.12 and a 200 day moving average price of $24.25. Dimensional US Real Estate ETF has a fifty-two week low of $22.65 and a fifty-two week high of $26.38. The firm has a market cap of $1.67 billion, a PE ratio of 31.45 and a beta of 0.93.

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.