Fidato Wealth LLC Has $11.70 Million Holdings in Dimensional US Real Estate ETF $DFAR

Fidato Wealth LLC lifted its stake in shares of Dimensional US Real Estate ETF (NYSEARCA:DFAR) by 6.4% during the third quarter, Holdings Channel.com reports. The firm owned 490,659 shares of the company’s stock after acquiring an additional 29,615 shares during the period. Dimensional US Real Estate ETF accounts for about 7.7% of Fidato Wealth LLC’s portfolio, making the stock its 3rd biggest position. Fidato Wealth LLC’s holdings in Dimensional US Real Estate ETF were worth $11,702,000 at the end of the most recent quarter.

Other large investors also recently made changes to their positions in the company. IFP Advisors Inc increased its position in Dimensional US Real Estate ETF by 34.2% in the 2nd quarter. IFP Advisors Inc now owns 14,518 shares of the company’s stock valued at $341,000 after buying an additional 3,697 shares in the last quarter. Blue Trust Inc. grew its stake in Dimensional US Real Estate ETF by 43.6% in the second quarter. Blue Trust Inc. now owns 9,545 shares of the company’s stock valued at $224,000 after acquiring an additional 2,899 shares during the period. LRI Investments LLC increased its holdings in shares of Dimensional US Real Estate ETF by 174.1% during the second quarter. LRI Investments LLC now owns 148,232 shares of the company’s stock valued at $3,478,000 after acquiring an additional 94,159 shares in the last quarter. Sequoia Financial Advisors LLC increased its holdings in shares of Dimensional US Real Estate ETF by 22.1% during the second quarter. Sequoia Financial Advisors LLC now owns 623,570 shares of the company’s stock valued at $14,629,000 after acquiring an additional 112,790 shares in the last quarter. Finally, Heritage Wealth Management Inc. CA raised its position in shares of Dimensional US Real Estate ETF by 3.8% during the second quarter. Heritage Wealth Management Inc. CA now owns 38,171 shares of the company’s stock worth $896,000 after purchasing an additional 1,385 shares during the period.

Dimensional US Real Estate ETF Stock Up 1.5%

Shares of DFAR opened at $24.05 on Friday. The business’s fifty day moving average is $23.26 and its 200 day moving average is $23.47. Dimensional US Real Estate ETF has a 12-month low of $20.32 and a 12-month high of $24.68. The stock has a market cap of $1.54 billion, a P/E ratio of 31.45 and a beta of 0.94.

About Dimensional US Real Estate ETF

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.