Wealth Dimensions Group Ltd. Has $13.52 Million Stock Position in Dimensional US Real Estate ETF $DFAR

Wealth Dimensions Group Ltd. raised its position in Dimensional US Real Estate ETF (NYSEARCA:DFAR) by 10.4% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 566,884 shares of the company’s stock after buying an additional 53,537 shares during the period. Dimensional US Real Estate ETF accounts for about 2.8% of Wealth Dimensions Group Ltd.’s investment portfolio, making the stock its 12th biggest position. Wealth Dimensions Group Ltd. owned 0.96% of Dimensional US Real Estate ETF worth $13,520,000 at the end of the most recent reporting period.

Several other large investors have also recently added to or reduced their stakes in the company. Root Financial Partners LLC increased its stake in shares of Dimensional US Real Estate ETF by 50.1% in the third quarter. Root Financial Partners LLC now owns 1,582,489 shares of the company’s stock valued at $37,742,000 after buying an additional 528,128 shares in the last quarter. Curio Wealth LLC boosted its stake in Dimensional US Real Estate ETF by 48,952.2% during the 2nd quarter. Curio Wealth LLC now owns 227,602 shares of the company’s stock worth $5,340,000 after acquiring an additional 227,138 shares during the last quarter. Prudential Financial Inc. boosted its position in shares of Dimensional US Real Estate ETF by 6.3% during the second quarter. Prudential Financial Inc. now owns 2,489,800 shares of the company’s stock worth $58,411,000 after purchasing an additional 147,000 shares in the last quarter. Elwood & Goetz Wealth Advisory Group LLC grew its stake in Dimensional US Real Estate ETF by 6.0% in the third quarter. Elwood & Goetz Wealth Advisory Group LLC now owns 2,198,522 shares of the company’s stock valued at $52,435,000 after acquiring an additional 125,155 shares during the period. Finally, Sequoia Financial Advisors LLC grew its position in shares of Dimensional US Real Estate ETF by 22.1% in the 2nd quarter. Sequoia Financial Advisors LLC now owns 623,570 shares of the company’s stock valued at $14,629,000 after purchasing an additional 112,790 shares during the period.

Dimensional US Real Estate ETF Stock Down 1.1%

Shares of DFAR stock opened at $23.32 on Friday. The company has a market capitalization of $1.47 billion, a price-to-earnings ratio of 31.45 and a beta of 0.94. 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 fifty day moving average of $23.26 and a 200-day moving average of $23.47.

About Dimensional US Real Estate ETF

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.