Dimensional US Real Estate ETF $DFAR Shares Sold by Beaird Harris Wealth Management LLC

Beaird Harris Wealth Management LLC lessened its stake in Dimensional US Real Estate ETF (NYSEARCA:DFAR) by 51.7% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 521,934 shares of the company’s stock after selling 557,752 shares during the period. Dimensional US Real Estate ETF comprises approximately 0.8% of Beaird Harris Wealth Management LLC’s portfolio, making the stock its 23rd largest position. Beaird Harris Wealth Management LLC’s holdings in Dimensional US Real Estate ETF were worth $11,953,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in DFAR. Larson Financial Group LLC purchased a new position in shares of Dimensional US Real Estate ETF during the third quarter worth $25,000. EverSource Wealth Advisors LLC boosted its holdings in Dimensional US Real Estate ETF by 81.2% during 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 period. EQ Wealth Advisors LLC acquired a new position in Dimensional US Real Estate ETF in the 4th quarter valued at about $77,000. Maseco LLP grew its position in Dimensional US Real Estate ETF by 16.4% in the 4th quarter. Maseco LLP now owns 5,366 shares of the company’s stock valued at $123,000 after acquiring an additional 755 shares in the last quarter. Finally, JPMorgan Chase & Co. increased its stake in Dimensional US Real Estate ETF by 211.2% during the third quarter. JPMorgan Chase & Co. now owns 7,201 shares of the company’s stock worth $172,000 after purchasing an additional 4,887 shares during the period.

Dimensional US Real Estate ETF Stock Performance

Shares of DFAR opened at $25.79 on Friday. The stock has a market capitalization of $1.69 billion, a PE ratio of 31.45 and a beta of 0.91. The company’s 50-day simple moving average is $25.75 and its 200-day simple moving average is $24.49. Dimensional US Real Estate ETF has a 1 year low of $22.65 and a 1 year high of $26.78.

About Dimensional US Real Estate ETF

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.