PFG Private Wealth Management LLC Takes $4.17 Million Position in Dimensional US Real Estate ETF $DFAR

PFG Private Wealth Management LLC purchased a new stake in shares of Dimensional US Real Estate ETF (NYSEARCA:DFAR) during the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm purchased 174,724 shares of the company’s stock, valued at approximately $4,167,000. Dimensional US Real Estate ETF makes up about 1.9% of PFG Private Wealth Management LLC’s investment portfolio, making the stock its 18th largest position. PFG Private Wealth Management LLC owned 0.30% of Dimensional US Real Estate ETF at the end of the most recent quarter.

A number of other institutional investors have also added to or reduced their stakes in DFAR. Root Financial Partners LLC raised its stake in Dimensional US Real Estate ETF by 50.1% in the 3rd quarter. Root Financial Partners LLC now owns 1,582,489 shares of the company’s stock valued at $37,742,000 after acquiring an additional 528,128 shares during the period. Curio Wealth LLC boosted its position in Dimensional US Real Estate ETF by 48,952.2% during the second quarter. Curio Wealth LLC now owns 227,602 shares of the company’s stock worth $5,340,000 after purchasing an additional 227,138 shares during the period. Prudential Financial Inc. increased its stake in shares of Dimensional US Real Estate ETF by 6.3% in 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 raised its position in shares of 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 purchasing an additional 125,155 shares during the period. Finally, LRI Investments LLC raised its position in shares of Dimensional US Real Estate ETF by 75.9% in the third quarter. LRI Investments LLC now owns 260,677 shares of the company’s stock valued at $6,217,000 after purchasing an additional 112,445 shares during the period.

Dimensional US Real Estate ETF Trading Up 0.3%

DFAR opened at $24.55 on Thursday. Dimensional US Real Estate ETF has a 12 month low of $20.32 and a 12 month high of $24.68. The company has a market cap of $1.57 billion, a PE ratio of 31.45 and a beta of 0.94. The company has a 50 day moving average of $23.31 and a 200 day moving average of $23.47.

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.