Pinney & Scofield Inc. Has $7.95 Million Holdings in Dimensional US Real Estate ETF $DFAR

Pinney & Scofield Inc. raised its holdings in shares of Dimensional US Real Estate ETF (NYSEARCA:DFAR) by 18.3% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 333,430 shares of the company’s stock after buying an additional 51,683 shares during the period. Dimensional US Real Estate ETF comprises approximately 4.9% of Pinney & Scofield Inc.’s investment portfolio, making the stock its 7th biggest position. Pinney & Scofield Inc. owned 0.57% of Dimensional US Real Estate ETF worth $7,952,000 at the end of the most recent quarter.

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

Dimensional US Real Estate ETF Trading Down 1.0%

NYSEARCA:DFAR opened at $24.77 on Friday. The company has a market cap of $1.59 billion, a price-to-earnings 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 $25.46. The stock has a fifty day simple moving average of $23.98 and a 200-day simple moving average of $23.69.

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.