Curio Wealth LLC Has $6.15 Million Stock Holdings in Dimensional US Real Estate ETF $DFAR

Curio Wealth LLC increased its holdings in shares of Dimensional US Real Estate ETF (NYSEARCA:DFAR) by 10.1% in the 4th quarter, Holdings Channel.com reports. The institutional investor owned 267,970 shares of the company’s stock after purchasing an additional 24,670 shares during the period. Dimensional US Real Estate ETF makes up 2.2% of Curio Wealth LLC’s holdings, making the stock its 10th biggest holding. Curio Wealth LLC’s holdings in Dimensional US Real Estate ETF were worth $6,153,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds have also modified their holdings of the business. 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 worth $38,853,000 after purchasing an additional 1,264,461 shares in the last quarter. Greenspring Advisors LLC acquired a new position in Dimensional US Real Estate ETF in the 4th quarter worth about $376,000. North Berkeley Wealth Management LLC acquired a new position in Dimensional US Real Estate ETF in the 4th quarter worth about $3,834,000. Arcadia Wealth Management Inc. increased its holdings in Dimensional US Real Estate ETF by 7.4% in the 4th quarter. Arcadia Wealth Management Inc. now owns 177,609 shares of the company’s stock worth $4,067,000 after purchasing an additional 12,312 shares in the last quarter. Finally, Financial Harvest LLC increased its holdings in Dimensional US Real Estate ETF by 12.1% in the 4th quarter. Financial Harvest LLC now owns 269,637 shares of the company’s stock worth $6,175,000 after purchasing an additional 29,053 shares in the last quarter.

Dimensional US Real Estate ETF Stock Up 1.7%

Shares of DFAR opened at $25.92 on Friday. Dimensional US Real Estate ETF has a 12-month low of $22.65 and a 12-month high of $26.38. The business has a 50-day simple moving average of $25.25 and a two-hundred day simple moving average of $24.30. The stock has a market cap of $1.70 billion, a PE 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.