Heritage Wealth Management Inc. Texas Decreases Stake in Dimensional US Real Estate ETF $DFAR

Heritage Wealth Management Inc. Texas lowered its stake in Dimensional US Real Estate ETF (NYSEARCA:DFAR) by 18.3% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 12,195 shares of the company’s stock after selling 2,739 shares during the period. Dimensional US Real Estate ETF accounts for 0.1% of Heritage Wealth Management Inc. Texas’ holdings, making the stock its 28th biggest position. Heritage Wealth Management Inc. Texas’ holdings in Dimensional US Real Estate ETF were worth $286,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors have also made changes to their positions in the stock. HighTower Advisors LLC raised its holdings in shares of Dimensional US Real Estate ETF by 8.9% in the first quarter. HighTower Advisors LLC now owns 2,545,950 shares of the company’s stock worth $60,517,000 after buying an additional 207,867 shares during the last quarter. Elwood & Goetz Wealth Advisory Group LLC raised its holdings in shares of Dimensional US Real Estate ETF by 2.9% during the second quarter. Elwood & Goetz Wealth Advisory Group LLC now owns 2,073,367 shares of the company’s stock worth $48,641,000 after purchasing an additional 59,154 shares during the last quarter. Beaird Harris Wealth Management LLC raised its holdings in shares of Dimensional US Real Estate ETF by 3.0% during the first quarter. Beaird Harris Wealth Management LLC now owns 1,732,271 shares of the company’s stock worth $41,176,000 after purchasing an additional 51,100 shares during the last quarter. Moisand Fitzgerald Tamayo LLC raised its holdings in shares of Dimensional US Real Estate ETF by 6.5% during the second quarter. Moisand Fitzgerald Tamayo LLC now owns 1,201,241 shares of the company’s stock worth $28,181,000 after purchasing an additional 73,258 shares during the last quarter. Finally, Great Oak Capital Partners LLC raised its holdings in shares of Dimensional US Real Estate ETF by 6.8% during the second quarter. Great Oak Capital Partners LLC now owns 874,413 shares of the company’s stock worth $20,566,000 after purchasing an additional 55,403 shares during the last quarter.

Dimensional US Real Estate ETF Price Performance

Shares of Dimensional US Real Estate ETF stock opened at $24.16 on Tuesday. The firm has a fifty day moving average price of $23.73 and a 200 day moving average price of $23.49. Dimensional US Real Estate ETF has a 1 year low of $20.32 and a 1 year high of $25.92. The stock has a market cap of $1.42 billion, a PE ratio of 31.45 and a beta of 0.94.

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.