Root Financial Partners LLC Has $22.58 Million Position in Dimensional US Real Estate ETF (NYSEARCA:DFAR)

Root Financial Partners LLC boosted its stake in shares of Dimensional US Real Estate ETF (NYSEARCA:DFAR) by 29.5% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 970,364 shares of the company’s stock after buying an additional 221,230 shares during the period. Dimensional US Real Estate ETF accounts for about 2.8% of Root Financial Partners LLC’s investment portfolio, making the stock its 9th biggest holding. Root Financial Partners LLC owned approximately 2.12% of Dimensional US Real Estate ETF worth $22,580,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors have also bought and sold shares of the stock. Creative Planning lifted its stake in shares of Dimensional US Real Estate ETF by 2.3% during the 3rd quarter. Creative Planning now owns 94,624 shares of the company’s stock worth $2,426,000 after purchasing an additional 2,108 shares during the last quarter. Physician Wealth Advisors Inc. raised its holdings in Dimensional US Real Estate ETF by 15.3% in the third quarter. Physician Wealth Advisors Inc. now owns 11,481 shares of the company’s stock worth $291,000 after purchasing an additional 1,520 shares in the last quarter. B.O.S.S. Retirement Advisors LLC purchased a new stake in shares of Dimensional US Real Estate ETF during the third quarter valued at about $224,000. Integrity Wealth Solutions LLC boosted its holdings in shares of Dimensional US Real Estate ETF by 9.3% in the 3rd quarter. Integrity Wealth Solutions LLC now owns 117,084 shares of the company’s stock valued at $3,002,000 after buying an additional 9,945 shares in the last quarter. Finally, Builder Investment Group Inc. ADV boosted its holdings in shares of Dimensional US Real Estate ETF by 9.0% in the 3rd quarter. Builder Investment Group Inc. ADV now owns 68,380 shares of the company’s stock valued at $1,753,000 after buying an additional 5,626 shares in the last quarter.

Dimensional US Real Estate ETF Stock Up 0.9 %

NYSEARCA DFAR opened at $23.89 on Friday. Dimensional US Real Estate ETF has a 52 week low of $20.32 and a 52 week high of $26.12. The company has a 50 day moving average price of $23.50 and a 200 day moving average price of $24.44. The firm has a market cap of $1.09 billion, a PE 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.