Sax Wealth Advisors LLC Has $2.16 Million Stock Holdings in Dimensional US Real Estate ETF $DFAR

Sax Wealth Advisors LLC increased its position in shares of Dimensional US Real Estate ETF (NYSEARCA:DFAR) by 230.2% in the 2nd quarter, Holdings Channel.com reports. The fund owned 82,585 shares of the company’s stock after buying an additional 57,571 shares during the quarter. Sax Wealth Advisors LLC’s holdings in Dimensional US Real Estate ETF were worth $2,160,000 as of its most recent SEC filing.

Other institutional investors have also recently bought and sold shares of the company. Ferguson Johnson Wealth Management Inc purchased a new stake in shares of Dimensional US Real Estate ETF during the 4th quarter worth about $1,835,000. Approach Retirement Advisors LLC acquired a new stake in shares of Dimensional US Real Estate ETF during the 4th quarter valued at about $739,000. Vise Technologies Inc. grew its stake in shares of Dimensional US Real Estate ETF by 292.6% in the 4th quarter. Vise Technologies Inc. now owns 1,696,565 shares of the company’s stock valued at $38,853,000 after buying an additional 1,264,461 shares in the last quarter. Warburton Capital Management LLC grew its stake in shares of Dimensional US Real Estate ETF by 20.8% in the 4th quarter. Warburton Capital Management LLC now owns 122,880 shares of the company’s stock valued at $2,814,000 after buying an additional 21,169 shares in the last quarter. Finally, Rather & Kittrell Inc. grew its stake in shares of Dimensional US Real Estate ETF by 10.5% in the 4th quarter. Rather & Kittrell Inc. now owns 1,009,694 shares of the company’s stock valued at $23,123,000 after buying an additional 95,851 shares in the last quarter.

Dimensional US Real Estate ETF Stock Performance

NYSEARCA:DFAR opened at $26.59 on Monday. The company has a market capitalization of $1.77 billion, a P/E ratio of 31.45 and a beta of 0.90. The stock’s 50 day moving average price is $26.48 and its 200 day moving average price is $25.37. Dimensional US Real Estate ETF has a 52 week low of $22.65 and a 52 week high of $27.59.

Dimensional US Real Estate ETF 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.