Straight Path Wealth Management Buys 24,153 Shares of Dimensional US Real Estate ETF $DFAR

Straight Path Wealth Management lifted its stake in Dimensional US Real Estate ETF (NYSEARCA:DFAR) by 9.1% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 288,441 shares of the company’s stock after acquiring an additional 24,153 shares during the period. Dimensional US Real Estate ETF makes up about 1.8% of Straight Path Wealth Management’s holdings, making the stock its 12th largest holding. Straight Path Wealth Management owned 0.45% of Dimensional US Real Estate ETF worth $6,606,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other large investors have also recently made changes to their positions in the stock. Orion Porfolio Solutions LLC boosted 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 worth $288,000 after acquiring an additional 436 shares during the period. CPA Asset Management Group LLC boosted its stake in Dimensional US Real Estate ETF by 3.1% during the fourth quarter. CPA Asset Management Group LLC now owns 14,454 shares of the company’s stock valued at $331,000 after buying an additional 438 shares during the period. Sprinkle Financial Consultants LLC boosted its stake in Dimensional US Real Estate ETF by 1.3% during the fourth quarter. Sprinkle Financial Consultants LLC now owns 36,481 shares of the company’s stock valued at $835,000 after buying an additional 456 shares during the period. EverSource Wealth Advisors LLC boosted its stake in Dimensional US Real Estate ETF by 81.2% during the third quarter. EverSource Wealth Advisors LLC now owns 1,154 shares of the company’s stock valued at $28,000 after buying an additional 517 shares during the period. Finally, Heritage Wealth Management Inc. CA boosted its stake in Dimensional US Real Estate ETF by 1.6% during the fourth quarter. Heritage Wealth Management Inc. CA now owns 37,692 shares of the company’s stock valued at $863,000 after buying an additional 607 shares during the period.

Dimensional US Real Estate ETF Stock Performance

NYSEARCA:DFAR opened at $25.92 on Friday. The firm has a market capitalization of $1.70 billion, a price-to-earnings ratio of 31.45 and a beta of 0.91. Dimensional US Real Estate ETF has a 52-week low of $22.65 and a 52-week high of $26.38. The stock has a fifty day moving average of $25.25 and a 200 day moving average of $24.30.

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.