Dimensional US Real Estate ETF (NYSEARCA:DFAR) Stake Boosted by Helen Stephens Group LLC

Helen Stephens Group LLC increased its stake in shares of Dimensional US Real Estate ETF (NYSEARCA:DFAR) by 15.3% during the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 380,655 shares of the company’s stock after buying an additional 50,465 shares during the quarter. Dimensional US Real Estate ETF comprises 3.0% of Helen Stephens Group LLC’s holdings, making the stock its 10th largest position. Helen Stephens Group LLC owned 0.83% of Dimensional US Real Estate ETF worth $9,760,000 as of its most recent filing with the SEC.

Other large investors also recently added to or reduced their stakes in the company. Angeles Wealth Management LLC increased its position in shares of Dimensional US Real Estate ETF by 157.1% during the 1st quarter. Angeles Wealth Management LLC now owns 1,463 shares of the company’s stock worth $33,000 after purchasing an additional 894 shares during the last quarter. Able Wealth Management LLC acquired a new stake in shares of Dimensional US Real Estate ETF during the fourth quarter valued at about $34,000. EverSource Wealth Advisors LLC raised its stake in shares of Dimensional US Real Estate ETF by 754.1% in the 1st quarter. EverSource Wealth Advisors LLC now owns 3,946 shares of the company’s stock valued at $81,000 after acquiring an additional 3,484 shares during the period. Chevy Chase Trust Holdings LLC acquired a new position in shares of Dimensional US Real Estate ETF in the 1st quarter worth approximately $201,000. Finally, Physician Wealth Advisors Inc. purchased a new stake in Dimensional US Real Estate ETF in the first quarter valued at approximately $211,000.

Dimensional US Real Estate ETF Price Performance

NYSEARCA DFAR opened at $24.82 on Wednesday. The company has a fifty day moving average of $24.86 and a two-hundred day moving average of $22.91. The company has a market capitalization of $1.14 billion, a PE ratio of 27.86 and a beta of 0.99. Dimensional US Real Estate ETF has a 1 year low of $18.31 and a 1 year high of $26.12.

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.