Curio Wealth LLC Acquires New Stake in Dimensional US Real Estate ETF (NYSEARCA:DFAR)

Curio Wealth LLC bought a new position in shares of Dimensional US Real Estate ETF (NYSEARCA:DFAR) during the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund bought 207,569 shares of the company’s stock, valued at approximately $4,830,000. Dimensional US Real Estate ETF comprises approximately 2.6% of Curio Wealth LLC’s investment portfolio, making the stock its 8th biggest position.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in DFAR. JPMorgan Chase & Co. lifted its stake in shares of Dimensional US Real Estate ETF by 81.7% in the third quarter. JPMorgan Chase & Co. now owns 3,085 shares of the company’s stock worth $79,000 after buying an additional 1,387 shares in the last quarter. WorthPointe LLC raised its holdings in Dimensional US Real Estate ETF by 37.8% in the 3rd quarter. WorthPointe LLC now owns 16,574 shares of the company’s stock valued at $425,000 after acquiring an additional 4,548 shares during the last quarter. Blue Trust Inc. lifted its stake in Dimensional US Real Estate ETF by 29.8% in the 4th quarter. Blue Trust Inc. now owns 6,646 shares of the company’s stock worth $170,000 after purchasing an additional 1,527 shares in the last quarter. Phillips Financial Management LLC boosted its holdings in shares of Dimensional US Real Estate ETF by 8.0% during the 3rd quarter. Phillips Financial Management LLC now owns 471,734 shares of the company’s stock worth $12,095,000 after purchasing an additional 35,091 shares during the last quarter. Finally, Atria Investments Inc purchased a new stake in shares of Dimensional US Real Estate ETF in the third quarter valued at approximately $321,000.

Dimensional US Real Estate ETF Stock Performance

NYSEARCA:DFAR opened at $23.43 on Monday. The stock has a 50 day moving average price of $23.57 and a 200 day moving average price of $24.42. The stock has a market cap of $1.27 billion, a PE ratio of 34.30 and a beta of 1.04. Dimensional US Real Estate ETF has a one year low of $20.32 and a one year high of $26.12.

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.