Dimensional US Real Estate ETF $DFAR Stock Holdings Increased by Phillips Financial Management LLC

Phillips Financial Management LLC lifted its position in Dimensional US Real Estate ETF (NYSEARCA:DFAR) by 11.0% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 696,187 shares of the company’s stock after acquiring an additional 68,948 shares during the quarter. Dimensional US Real Estate ETF accounts for approximately 1.1% of Phillips Financial Management LLC’s holdings, making the stock its 23rd largest position. Phillips Financial Management LLC owned 1.18% of Dimensional US Real Estate ETF worth $16,604,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also made changes to their positions in the company. SpringVest Wealth Management LLC raised its stake in Dimensional US Real Estate ETF by 2.8% during the second quarter. SpringVest Wealth Management LLC now owns 20,392 shares of the company’s stock worth $478,000 after acquiring an additional 556 shares during the period. Heritage Wealth Management Inc. CA boosted its stake in Dimensional US Real Estate ETF by 3.8% in the second quarter. Heritage Wealth Management Inc. CA now owns 38,171 shares of the company’s stock valued at $896,000 after acquiring an additional 1,385 shares during the period. Sterling Financial Planning Inc. grew its holdings in shares of Dimensional US Real Estate ETF by 5.1% during the second quarter. Sterling Financial Planning Inc. now owns 46,375 shares of the company’s stock valued at $1,088,000 after purchasing an additional 2,238 shares during the last quarter. Pinnacle Financial Group LLC IL raised its position in shares of Dimensional US Real Estate ETF by 1.8% during the 2nd quarter. Pinnacle Financial Group LLC IL now owns 242,972 shares of the company’s stock worth $5,700,000 after purchasing an additional 4,182 shares during the period. Finally, Moisand Fitzgerald Tamayo LLC raised its position in shares of Dimensional US Real Estate ETF by 5.9% during the 3rd quarter. Moisand Fitzgerald Tamayo LLC now owns 1,271,890 shares of the company’s stock worth $30,335,000 after purchasing an additional 70,649 shares during the period.

Dimensional US Real Estate ETF Price Performance

NYSEARCA:DFAR opened at $23.13 on Friday. Dimensional US Real Estate ETF has a 12-month low of $20.32 and a 12-month high of $24.68. The firm has a market capitalization of $1.45 billion, a P/E ratio of 31.45 and a beta of 0.94. The business has a 50 day simple moving average of $23.24 and a 200 day simple moving average of $23.47.

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. DFAR was launched on Feb 23, 2022 and is managed by Dimensional.