Summit Wealth Group LLC Has $2.22 Million Holdings in Dimensional US Real Estate ETF (NYSEARCA:DFAR)

Summit Wealth Group LLC grew its stake in Dimensional US Real Estate ETF (NYSEARCA:DFAR) by 4.1% in the fourth quarter, Holdings Channel.com reports. The institutional investor owned 95,171 shares of the company’s stock after buying an additional 3,755 shares during the quarter. Summit Wealth Group LLC’s holdings in Dimensional US Real Estate ETF were worth $2,215,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently made changes to their positions in DFAR. JPMorgan Chase & Co. lifted its position in shares of Dimensional US Real Estate ETF by 81.7% during the 3rd quarter. JPMorgan Chase & Co. now owns 3,085 shares of the company’s stock worth $79,000 after purchasing an additional 1,387 shares during the last quarter. Chicago Partners Investment Group LLC lifted its position in shares of Dimensional US Real Estate ETF by 0.5% during the 3rd quarter. Chicago Partners Investment Group LLC now owns 187,972 shares of the company’s stock worth $4,790,000 after purchasing an additional 1,007 shares during the last quarter. Vestia Personal Wealth Advisors lifted its position in shares of Dimensional US Real Estate ETF by 7.3% during the 3rd quarter. Vestia Personal Wealth Advisors now owns 49,217 shares of the company’s stock worth $1,260,000 after purchasing an additional 3,334 shares during the last quarter. WorthPointe LLC lifted its position in shares of Dimensional US Real Estate ETF by 37.8% during the 3rd quarter. WorthPointe LLC now owns 16,574 shares of the company’s stock worth $425,000 after purchasing an additional 4,548 shares during the last quarter. Finally, Blue Trust Inc. lifted its position in shares of Dimensional US Real Estate ETF by 29.8% during the 4th quarter. Blue Trust Inc. now owns 6,646 shares of the company’s stock worth $170,000 after purchasing an additional 1,527 shares during the last quarter.

Dimensional US Real Estate ETF Stock Performance

NYSEARCA DFAR opened at $24.20 on Wednesday. Dimensional US Real Estate ETF has a twelve month low of $20.32 and a twelve month high of $26.12. The stock has a market capitalization of $1.11 billion, a PE ratio of 27.86 and a beta of 0.99. The stock has a 50-day simple moving average of $23.38 and a 200 day simple moving average of $24.46.

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.