LRI Investments LLC Has $6.22 Million Stock Position in Dimensional US Real Estate ETF $DFAR

LRI Investments LLC lifted its stake in Dimensional US Real Estate ETF (NYSEARCA:DFAR) by 75.9% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 260,677 shares of the company’s stock after buying an additional 112,445 shares during the period. LRI Investments LLC owned about 0.44% of Dimensional US Real Estate ETF worth $6,217,000 at the end of the most recent reporting period.

Several other institutional investors have also bought and sold shares of DFAR. RAM Investment Partners LLC raised its stake in Dimensional US Real Estate ETF by 3.8% during the third quarter. RAM Investment Partners LLC now owns 1,314,870 shares of the company’s stock worth $31,360,000 after acquiring an additional 48,395 shares in the last quarter. Disciplined Investments LLC increased its holdings in shares of Dimensional US Real Estate ETF by 5.7% in the third quarter. Disciplined Investments LLC now owns 138,179 shares of the company’s stock valued at $3,296,000 after purchasing an additional 7,423 shares in the last quarter. Straight Path Wealth Management increased its stake in shares of Dimensional US Real Estate ETF by 17.7% in the 3rd quarter. Straight Path Wealth Management now owns 264,288 shares of the company’s stock valued at $6,303,000 after buying an additional 39,730 shares during the period. Bayshore Asset Management LLC increased its position in Dimensional US Real Estate ETF by 16.3% in the third quarter. Bayshore Asset Management LLC now owns 13,756 shares of the company’s stock worth $328,000 after purchasing an additional 1,925 shares during the period. Finally, Grand Wealth Management LLC grew its position in shares of Dimensional US Real Estate ETF by 6.7% during the 3rd quarter. Grand Wealth Management LLC now owns 167,028 shares of the company’s stock worth $3,984,000 after buying an additional 10,469 shares during the period.

Dimensional US Real Estate ETF Stock Performance

DFAR opened at $23.07 on Thursday. Dimensional US Real Estate ETF has a 52 week low of $20.32 and a 52 week high of $24.68. The firm has a market capitalization of $1.47 billion, a PE ratio of 31.45 and a beta of 0.94. The company has a fifty day moving average price of $23.26 and a two-hundred day moving average price of $23.47.

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.