Sax Wealth Advisors LLC Trims Stock Holdings in Dimensional US Real Estate ETF $DFAR

Sax Wealth Advisors LLC lowered its position in Dimensional US Real Estate ETF (NYSEARCA:DFAR) by 60.7% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 37,163 shares of the company’s stock after selling 57,307 shares during the quarter. Sax Wealth Advisors LLC’s holdings in Dimensional US Real Estate ETF were worth $872,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Oakworth Capital Inc. purchased a new stake in Dimensional US Real Estate ETF in the first quarter valued at approximately $40,000. Fifth Third Bancorp purchased a new stake in Dimensional US Real Estate ETF in the first quarter valued at approximately $47,000. JFS Wealth Advisors LLC lifted its stake in Dimensional US Real Estate ETF by 97.2% in the first quarter. JFS Wealth Advisors LLC now owns 2,140 shares of the company’s stock valued at $51,000 after buying an additional 1,055 shares during the last quarter. Maseco LLP purchased a new stake in Dimensional US Real Estate ETF in the second quarter valued at approximately $101,000. Finally, EQ Wealth Advisors LLC purchased a new stake in Dimensional US Real Estate ETF in the first quarter valued at approximately $118,000.

Dimensional US Real Estate ETF Trading Down 0.4%

Shares of NYSEARCA DFAR opened at $23.47 on Thursday. Dimensional US Real Estate ETF has a twelve month low of $20.32 and a twelve month high of $25.92. The stock has a 50 day moving average of $23.56 and a two-hundred day moving average of $23.40. The stock has a market cap of $1.38 billion, a P/E ratio of 31.45 and a beta of 0.93.

Dimensional US Real Estate ETF 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.