Strategic Wealth Advisors LLC Invests $3.80 Million in Dimensional US Real Estate ETF $DFAR

Strategic Wealth Advisors LLC purchased a new position in Dimensional US Real Estate ETF (NYSEARCA:DFAR) in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund purchased 165,957 shares of the company’s stock, valued at approximately $3,800,000. Dimensional US Real Estate ETF makes up approximately 3.2% of Strategic Wealth Advisors LLC’s portfolio, making the stock its 10th largest holding.

Several other hedge funds also recently added to or reduced their stakes in the business. Caprock Group LLC purchased a new stake in Dimensional US Real Estate ETF in the third quarter valued at about $668,000. AWM Capital LLC raised its stake in Dimensional US Real Estate ETF by 15.8% in the third quarter. AWM Capital LLC now owns 244,351 shares of the company’s stock valued at $5,828,000 after buying an additional 33,308 shares during the last quarter. Aspen Wealth Management LLC raised its stake in Dimensional US Real Estate ETF by 8.7% in the fourth quarter. Aspen Wealth Management LLC now owns 377,538 shares of the company’s stock valued at $8,646,000 after buying an additional 30,290 shares during the last quarter. Elwood & Goetz Wealth Advisory Group LLC raised its stake in Dimensional US Real Estate ETF by 6.0% in the third quarter. Elwood & Goetz Wealth Advisory Group LLC now owns 2,198,522 shares of the company’s stock valued at $52,435,000 after buying an additional 125,155 shares during the last quarter. Finally, Moisand Fitzgerald Tamayo LLC raised its stake in Dimensional US Real Estate ETF by 6.8% in the fourth quarter. Moisand Fitzgerald Tamayo LLC now owns 1,358,580 shares of the company’s stock valued at $31,113,000 after buying an additional 86,690 shares during the last quarter.

Dimensional US Real Estate ETF Stock Performance

Dimensional US Real Estate ETF stock opened at $25.89 on Friday. The stock has a 50-day moving average of $24.75 and a two-hundred day moving average of $23.98. Dimensional US Real Estate ETF has a one year low of $22.65 and a one year high of $26.12. The stock has a market cap of $1.70 billion, a PE ratio of 31.45 and a beta of 0.93.

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.