Stolz & Associates PS Takes Position in Dimensional US Real Estate ETF $DFAR

Stolz & Associates PS acquired a new position in shares of Dimensional US Real Estate ETF (NYSEARCA:DFAR) during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm acquired 31,065 shares of the company’s stock, valued at approximately $711,000. Dimensional US Real Estate ETF comprises about 0.5% of Stolz & Associates PS’s investment portfolio, making the stock its 20th biggest position.

Other hedge funds have also made changes to their positions in the company. Larson Financial Group LLC acquired a new stake in shares of Dimensional US Real Estate ETF during the third quarter worth $25,000. EverSource Wealth Advisors LLC boosted its holdings in shares of Dimensional US Real Estate ETF by 81.2% during the third quarter. EverSource Wealth Advisors LLC now owns 1,154 shares of the company’s stock worth $28,000 after purchasing an additional 517 shares during the last quarter. CNB Bank acquired a new stake in shares of Dimensional US Real Estate ETF during the third quarter worth $33,000. EQ Wealth Advisors LLC acquired a new stake in shares of Dimensional US Real Estate ETF during the fourth quarter worth $77,000. Finally, Maseco LLP increased its stake in shares of Dimensional US Real Estate ETF by 16.4% during the 4th quarter. Maseco LLP now owns 5,366 shares of the company’s stock valued at $123,000 after acquiring an additional 755 shares during the last quarter.

Dimensional US Real Estate ETF Price Performance

NYSEARCA DFAR opened at $25.65 on Tuesday. Dimensional US Real Estate ETF has a 12 month low of $22.65 and a 12 month high of $26.16. The company has a 50-day moving average of $24.83 and a 200-day moving average of $24.07. The company has a market cap of $1.68 billion, a P/E 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.