Sequoia Financial Advisors LLC Has $16.72 Million Stock Holdings in Dimensional US Real Estate ETF $DFAR

Sequoia Financial Advisors LLC grew its position in Dimensional US Real Estate ETF (NYSEARCA:DFAR) by 2.8% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 706,829 shares of the company’s stock after purchasing an additional 19,342 shares during the quarter. Sequoia Financial Advisors LLC’s holdings in Dimensional US Real Estate ETF were worth $16,716,000 as of its most recent SEC filing.

Other institutional investors also recently modified their holdings of the company. Ferguson Johnson Wealth Management Inc bought a new position in Dimensional US Real Estate ETF in the 4th quarter worth $1,835,000. Aspen Wealth Management LLC boosted its holdings in Dimensional US Real Estate ETF by 8.7% during the fourth quarter. Aspen Wealth Management LLC now owns 377,538 shares of the company’s stock valued at $8,646,000 after acquiring an additional 30,290 shares during the period. Moisand Fitzgerald Tamayo LLC boosted its holdings in Dimensional US Real Estate ETF by 6.8% during the fourth quarter. Moisand Fitzgerald Tamayo LLC now owns 1,358,580 shares of the company’s stock valued at $31,113,000 after acquiring an additional 86,690 shares during the period. Approach Retirement Advisors LLC acquired a new stake in shares of Dimensional US Real Estate ETF in the fourth quarter valued at about $739,000. Finally, Pioneer Wealth Management Group bought a new position in shares of Dimensional US Real Estate ETF in the fourth quarter worth about $554,000.

Dimensional US Real Estate ETF Price Performance

Shares of NYSEARCA DFAR traded up $0.08 during trading hours on Friday, hitting $26.37. 2,794,674 shares of the company’s stock were exchanged, compared to its average volume of 2,038,553. Dimensional US Real Estate ETF has a 1-year low of $22.65 and a 1-year high of $26.84. The stock has a market capitalization of $1.75 billion, a price-to-earnings ratio of 31.45 and a beta of 0.90. The company’s 50-day moving average price is $26.10 and its 200-day moving average price is $24.83.

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.