Moisand Fitzgerald Tamayo LLC Has $31.11 Million Stock Holdings in Dimensional US Real Estate ETF $DFAR

Moisand Fitzgerald Tamayo LLC boosted its holdings in shares of Dimensional US Real Estate ETF (NYSEARCA:DFAR) by 6.8% during the 4th quarter, HoldingsChannel.com reports. The fund owned 1,358,580 shares of the company’s stock after purchasing an additional 86,690 shares during the period. Dimensional US Real Estate ETF accounts for approximately 3.5% of Moisand Fitzgerald Tamayo LLC’s portfolio, making the stock its 9th biggest position. Moisand Fitzgerald Tamayo LLC’s holdings in Dimensional US Real Estate ETF were worth $31,113,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Larson Financial Group LLC bought a new position in shares of Dimensional US Real Estate ETF during the 3rd quarter valued at about $25,000. EverSource Wealth Advisors LLC increased its stake in Dimensional US Real Estate ETF by 81.2% during the 3rd quarter. EverSource Wealth Advisors LLC now owns 1,154 shares of the company’s stock worth $28,000 after purchasing an additional 517 shares in the last quarter. CNB Bank bought a new stake in Dimensional US Real Estate ETF during the 3rd quarter worth approximately $33,000. Kathleen S. Wright Associates Inc. raised its holdings in Dimensional US Real Estate ETF by 86.4% during the 3rd quarter. Kathleen S. Wright Associates Inc. now owns 4,352 shares of the company’s stock worth $104,000 after buying an additional 2,017 shares during the period. Finally, JPMorgan Chase & Co. raised its holdings in Dimensional US Real Estate ETF by 211.2% during the 3rd quarter. JPMorgan Chase & Co. now owns 7,201 shares of the company’s stock worth $172,000 after buying an additional 4,887 shares during the period.

Dimensional US Real Estate ETF Stock Performance

Shares of DFAR opened at $23.19 on Monday. The firm has a market cap of $1.49 billion, a P/E ratio of 31.45 and a beta of 0.94. Dimensional US Real Estate ETF has a twelve month low of $20.32 and a twelve month high of $25.46. The firm’s 50 day moving average price is $24.26 and its two-hundred day moving average price is $23.73.

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.