Heritage Wealth Management Inc. Texas Decreases Holdings in Dimensional US Real Estate ETF $DFAR

Heritage Wealth Management Inc. Texas decreased its position in shares of Dimensional US Real Estate ETF (NYSEARCA:DFAR) by 18.3% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 12,195 shares of the company’s stock after selling 2,739 shares during the period. Dimensional US Real Estate ETF accounts for 0.1% of Heritage Wealth Management Inc. Texas’ holdings, making the stock its 28th biggest position. Heritage Wealth Management Inc. Texas’ holdings in Dimensional US Real Estate ETF were worth $286,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently bought and sold shares of the company. Redwood Park Advisors LLC lifted its position in Dimensional US Real Estate ETF by 14.5% during the second quarter. Redwood Park Advisors LLC now owns 30,427 shares of the company’s stock valued at $714,000 after acquiring an additional 3,854 shares during the last quarter. Red Lighthouse Investment Management LLC purchased a new stake in Dimensional US Real Estate ETF during the second quarter valued at approximately $1,083,000. Core Wealth Management Inc. lifted its position in Dimensional US Real Estate ETF by 2.2% during the second quarter. Core Wealth Management Inc. now owns 457,903 shares of the company’s stock valued at $10,742,000 after acquiring an additional 9,925 shares during the last quarter. Focus Partners Advisor Solutions LLC lifted its position in Dimensional US Real Estate ETF by 11.4% during the second quarter. Focus Partners Advisor Solutions LLC now owns 195,714 shares of the company’s stock valued at $4,591,000 after acquiring an additional 20,020 shares during the last quarter. Finally, Curio Wealth LLC lifted its position in Dimensional US Real Estate ETF by 48,952.2% during the second quarter. Curio Wealth LLC now owns 227,602 shares of the company’s stock valued at $5,340,000 after acquiring an additional 227,138 shares during the last quarter.

Dimensional US Real Estate ETF Stock Up 0.3%

NYSEARCA:DFAR opened at $24.16 on Tuesday. The firm has a 50 day moving average of $23.73 and a 200 day moving average of $23.49. The stock has a market capitalization of $1.42 billion, a price-to-earnings ratio of 31.45 and a beta of 0.94. Dimensional US Real Estate ETF has a 52 week low of $20.32 and a 52 week high of $25.92.

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.