Straight Path Wealth Management Grows Stock Position in Dimensional US Real Estate ETF $DFAR

Straight Path Wealth Management lifted its stake in Dimensional US Real Estate ETF (NYSEARCA:DFAR) by 9.1% during the 4th quarter, Holdings Channel reports. The institutional investor owned 288,441 shares of the company’s stock after buying an additional 24,153 shares during the period. Dimensional US Real Estate ETF makes up approximately 1.8% of Straight Path Wealth Management’s portfolio, making the stock its 12th biggest holding. Straight Path Wealth Management’s holdings in Dimensional US Real Estate ETF were worth $6,606,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors have also recently modified their holdings of the company. Larson Financial Group LLC purchased a new position in shares of Dimensional US Real Estate ETF in the third quarter worth about $25,000. EverSource Wealth Advisors LLC increased its holdings in shares of Dimensional US Real Estate ETF by 81.2% in the third quarter. EverSource Wealth Advisors LLC now owns 1,154 shares of the company’s stock worth $28,000 after buying an additional 517 shares during the period. EQ Wealth Advisors LLC purchased a new position in shares of Dimensional US Real Estate ETF in the fourth quarter worth about $77,000. Maseco LLP increased its holdings in shares of Dimensional US Real Estate ETF by 16.4% in the fourth quarter. Maseco LLP now owns 5,366 shares of the company’s stock worth $123,000 after buying an additional 755 shares during the period. Finally, JPMorgan Chase & Co. increased its holdings in shares of Dimensional US Real Estate ETF by 211.2% in the third 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 Price Performance

Shares of NYSEARCA:DFAR opened at $25.92 on Friday. Dimensional US Real Estate ETF has a 1 year low of $22.65 and a 1 year high of $26.38. The company has a market cap of $1.70 billion, a PE ratio of 31.45 and a beta of 0.91. The stock’s 50-day moving average is $25.25 and its 200 day moving average is $24.30.

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.