Frankly Finances LLC Takes Position in Dimensional US Real Estate ETF $DFAR

Frankly Finances LLC bought a new stake in shares of Dimensional US Real Estate ETF (NYSEARCA:DFAR) in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The firm bought 24,493 shares of the company’s stock, valued at approximately $561,000. Dimensional US Real Estate ETF comprises 0.5% of Frankly Finances LLC’s investment portfolio, making the stock its 28th largest position.

Other large investors have also recently made changes to their positions in the company. Larson Financial Group LLC purchased a new position in shares of Dimensional US Real Estate ETF during the third quarter valued at approximately $25,000. EverSource Wealth Advisors LLC lifted its holdings in shares of Dimensional US Real Estate ETF by 81.2% during the third quarter. EverSource Wealth Advisors LLC now owns 1,154 shares of the company’s stock valued at $28,000 after purchasing an additional 517 shares during the last quarter. CNB Bank purchased a new position in shares of Dimensional US Real Estate ETF during the third quarter valued at approximately $33,000. Kathleen S. Wright Associates Inc. lifted its holdings in shares of Dimensional US Real Estate ETF by 86.4% during the third quarter. Kathleen S. Wright Associates Inc. now owns 4,352 shares of the company’s stock valued at $104,000 after purchasing an additional 2,017 shares during the last quarter. Finally, Maseco LLP lifted its holdings in shares of Dimensional US Real Estate ETF by 16.4% during the fourth quarter. Maseco LLP now owns 5,366 shares of the company’s stock valued at $123,000 after purchasing an additional 755 shares during the last quarter.

Dimensional US Real Estate ETF Stock Performance

DFAR stock opened at $25.40 on Friday. The firm has a 50 day moving average price of $24.53 and a 200-day moving average price of $23.80. Dimensional US Real Estate ETF has a 52-week low of $22.17 and a 52-week high of $25.46. The firm has a market capitalization of $1.67 billion, a price-to-earnings ratio of 31.45 and a beta of 0.92.

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.