Dimensional US Real Estate ETF (NYSEARCA:DFAR) Shares Sold by Helen Stephens Group LLC

Helen Stephens Group LLC cut its holdings in shares of Dimensional US Real Estate ETF (NYSEARCA:DFAR) by 13.6% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 328,758 shares of the company’s stock after selling 51,897 shares during the period. Dimensional US Real Estate ETF comprises about 2.3% of Helen Stephens Group LLC’s investment portfolio, making the stock its 11th biggest holding. Helen Stephens Group LLC’s holdings in Dimensional US Real Estate ETF were worth $7,650,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. Chicago Partners Investment Group LLC grew its holdings in shares of Dimensional US Real Estate ETF by 0.5% during the third quarter. Chicago Partners Investment Group LLC now owns 187,972 shares of the company’s stock valued at $4,790,000 after purchasing an additional 1,007 shares during the last quarter. Vestia Personal Wealth Advisors grew its position in Dimensional US Real Estate ETF by 7.3% in the 3rd quarter. Vestia Personal Wealth Advisors now owns 49,217 shares of the company’s stock valued at $1,260,000 after buying an additional 3,334 shares in the last quarter. WorthPointe LLC increased its stake in Dimensional US Real Estate ETF by 37.8% during the 3rd quarter. WorthPointe LLC now owns 16,574 shares of the company’s stock valued at $425,000 after buying an additional 4,548 shares during the period. Straight Path Wealth Management increased its stake in Dimensional US Real Estate ETF by 19.8% during the 2nd quarter. Straight Path Wealth Management now owns 168,778 shares of the company’s stock valued at $3,730,000 after buying an additional 27,920 shares during the period. Finally, Creative Planning boosted its holdings in shares of Dimensional US Real Estate ETF by 124.4% in the second quarter. Creative Planning now owns 92,516 shares of the company’s stock valued at $2,045,000 after acquiring an additional 51,297 shares in the last quarter.

Dimensional US Real Estate ETF Price Performance

NYSEARCA DFAR opened at $23.31 on Friday. Dimensional US Real Estate ETF has a 12 month low of $20.32 and a 12 month high of $26.12. The company’s 50 day simple moving average is $24.09 and its 200 day simple moving average is $24.35. The company has a market capitalization of $1.07 billion, a P/E ratio of 27.86 and a beta of 0.99.

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.