Summit Wealth Group LLC Co. Purchases Shares of 191,499 Dimensional US Real Estate ETF $DFAR

Summit Wealth Group LLC Co. purchased a new stake in Dimensional US Real Estate ETF (NYSEARCA:DFAR) in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm purchased 191,499 shares of the company’s stock, valued at approximately $4,386,000. Dimensional US Real Estate ETF comprises approximately 0.6% of Summit Wealth Group LLC Co.’s portfolio, making the stock its 24th biggest holding. Summit Wealth Group LLC Co. owned approximately 0.30% of Dimensional US Real Estate ETF at the end of the most recent reporting period.

A number of other hedge funds also recently modified their holdings of the stock. Timonier Family Office LTD. lifted its stake in shares of Dimensional US Real Estate ETF by 5.9% during the 4th quarter. Timonier Family Office LTD. now owns 406,986 shares of the company’s stock worth $9,320,000 after buying an additional 22,608 shares during the last quarter. Ballast Rock Private Wealth LLC acquired a new stake in shares of Dimensional US Real Estate ETF during the 4th quarter worth about $256,000. LRI Investments LLC lifted its stake in shares of Dimensional US Real Estate ETF by 35.3% during the 4th quarter. LRI Investments LLC now owns 352,787 shares of the company’s stock worth $8,079,000 after buying an additional 92,110 shares during the last quarter. Strategic Wealth Advisors LLC acquired a new stake in shares of Dimensional US Real Estate ETF during the 4th quarter worth about $3,800,000. Finally, Sequoia Financial Advisors LLC lifted its stake in shares of Dimensional US Real Estate ETF by 5.3% during the 4th quarter. Sequoia Financial Advisors LLC now owns 687,487 shares of the company’s stock worth $15,744,000 after buying an additional 34,614 shares during the last quarter.

Dimensional US Real Estate ETF Stock Performance

NYSEARCA DFAR opened at $26.01 on Wednesday. The firm has a 50-day moving average of $24.80 and a 200-day moving average of $24.02. The stock has a market cap of $1.71 billion, a PE ratio of 31.45 and a beta of 0.93. Dimensional US Real Estate ETF has a 52-week low of $22.65 and a 52-week high of $26.16.

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.