Dimensional US Real Estate ETF $DFAR is Elwood & Goetz Wealth Advisory Group LLC’s 3rd Largest Position

Elwood & Goetz Wealth Advisory Group LLC lifted its position in Dimensional US Real Estate ETF (NYSEARCA:DFAR) by 8.1% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 2,375,621 shares of the company’s stock after buying an additional 177,099 shares during the period. Dimensional US Real Estate ETF comprises 9.6% of Elwood & Goetz Wealth Advisory Group LLC’s portfolio, making the stock its 3rd largest holding. Elwood & Goetz Wealth Advisory Group LLC owned about 3.76% of Dimensional US Real Estate ETF worth $54,405,000 at the end of the most recent reporting period.

Other institutional investors have also recently made changes to their positions in the company. Sowell Financial Services LLC lifted its position in Dimensional US Real Estate ETF by 11.0% in the 4th quarter. Sowell Financial Services LLC now owns 47,508 shares of the company’s stock valued at $1,088,000 after acquiring an additional 4,695 shares in the last quarter. Citrine Capital LLC increased its holdings in shares of Dimensional US Real Estate ETF by 6.0% in the 4th quarter. Citrine Capital LLC now owns 179,547 shares of the company’s stock worth $4,112,000 after purchasing an additional 10,140 shares in the last quarter. Maryland Capital Advisors Inc. raised its stake in shares of Dimensional US Real Estate ETF by 4.0% in the fourth quarter. Maryland Capital Advisors Inc. now owns 163,162 shares of the company’s stock worth $3,737,000 after purchasing an additional 6,324 shares during the last quarter. Guardian Wealth Management LLC purchased a new position in shares of Dimensional US Real Estate ETF in the fourth quarter worth $1,043,000. Finally, Applied Capital LLC lifted its holdings in shares of Dimensional US Real Estate ETF by 7.6% during the fourth quarter. Applied Capital LLC now owns 95,834 shares of the company’s stock valued at $2,195,000 after purchasing an additional 6,742 shares in the last quarter.

Dimensional US Real Estate ETF Price Performance

Dimensional US Real Estate ETF stock opened at $24.10 on Monday. Dimensional US Real Estate ETF has a one year low of $20.32 and a one year high of $25.46. The stock has a market capitalization of $1.59 billion, a PE ratio of 31.45 and a beta of 0.94. The business’s fifty day moving average is $24.28 and its 200 day moving average is $23.72.

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.