Fortress Wealth Management Inc. Makes New $1.33 Million Investment in Dimensional US Real Estate ETF $DFAR

Fortress Wealth Management Inc. acquired a new stake in Dimensional US Real Estate ETF (NYSEARCA:DFAR) during the third quarter, Holdings Channel.com reports. The firm acquired 55,930 shares of the company’s stock, valued at approximately $1,334,000.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Brookstone Capital Management increased its holdings 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 in the last quarter. SageView Advisory Group LLC grew its position 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 buying an additional 522 shares during the period. Allodium Investment Consultants LLC increased its stake in shares of Dimensional US Real Estate ETF by 5.6% in the 3rd quarter. Allodium Investment Consultants LLC now owns 10,303 shares of the company’s stock valued at $246,000 after acquiring an additional 544 shares in the last quarter. SpringVest Wealth Management LLC lifted its position in shares of Dimensional US Real Estate ETF by 2.8% during the 2nd quarter. SpringVest Wealth Management LLC now owns 20,392 shares of the company’s stock valued at $478,000 after acquiring an additional 556 shares during the period. Finally, CGN Advisors LLC boosted its stake in Dimensional US Real Estate ETF by 1.0% during the third quarter. CGN Advisors LLC now owns 58,634 shares of the company’s stock worth $1,398,000 after acquiring an additional 572 shares in the last quarter.

Dimensional US Real Estate ETF Trading Up 0.7%

Shares of NYSEARCA DFAR opened at $22.96 on Friday. The firm has a market capitalization of $1.35 billion, a P/E ratio of 31.45 and a beta of 0.94. The firm’s 50-day moving average price is $23.41 and its 200-day moving average price is $23.53. Dimensional US Real Estate ETF has a 1-year low of $20.32 and a 1-year 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.