Diversify Advisory Services LLC Makes New Investment in Dimensional US Real Estate ETF $DFAR

Diversify Advisory Services LLC purchased a new position in Dimensional US Real Estate ETF (NYSEARCA:DFAR) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund purchased 24,425 shares of the company’s stock, valued at approximately $585,000.

Several other institutional investors and hedge funds have also bought and sold shares of the company. Orion Porfolio Solutions LLC grew its holdings in Dimensional US Real Estate ETF by 3.8% in the third quarter. Orion Porfolio Solutions LLC now owns 12,055 shares of the company’s stock worth $288,000 after purchasing an additional 436 shares during the last quarter. CPA Asset Management Group LLC grew its holdings in Dimensional US Real Estate ETF by 3.1% in the fourth quarter. CPA Asset Management Group LLC now owns 14,454 shares of the company’s stock worth $331,000 after purchasing an additional 438 shares during the last quarter. Sprinkle Financial Consultants LLC grew its holdings in shares of Dimensional US Real Estate ETF by 1.3% during the fourth quarter. Sprinkle Financial Consultants LLC now owns 36,481 shares of the company’s stock valued at $835,000 after buying an additional 456 shares during the last quarter. Lakeridge Wealth Management LLC grew its holdings in shares of Dimensional US Real Estate ETF by 1.6% during the third quarter. Lakeridge Wealth Management LLC now owns 30,218 shares of the company’s stock valued at $721,000 after buying an additional 473 shares during the last quarter. Finally, EverSource Wealth Advisors LLC grew its holdings in shares of Dimensional US Real Estate ETF by 81.2% during the third quarter. EverSource Wealth Advisors LLC now owns 1,154 shares of the company’s stock valued at $28,000 after buying an additional 517 shares during the last quarter.

Dimensional US Real Estate ETF Price Performance

Shares of DFAR opened at $25.19 on Wednesday. The firm has a market capitalization of $1.65 billion, a PE ratio of 31.45 and a beta of 0.92. Dimensional US Real Estate ETF has a 1-year low of $22.17 and a 1-year high of $25.46. The company’s fifty day moving average price is $24.47 and its 200-day moving average price is $23.77.

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.