Curio Wealth LLC Takes Position in Dimensional US Real Estate ETF (NYSEARCA:DFAR)

Curio Wealth LLC purchased a new stake in shares of Dimensional US Real Estate ETF (NYSEARCA:DFAR) in the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm purchased 207,569 shares of the company’s stock, valued at approximately $4,830,000. Dimensional US Real Estate ETF accounts for approximately 2.6% of Curio Wealth LLC’s portfolio, making the stock its 8th largest position. Curio Wealth LLC owned 0.45% of Dimensional US Real Estate ETF at the end of the most recent reporting period.

Several other hedge funds have also bought and sold shares of the business. Adero Partners LLC boosted its position in shares of Dimensional US Real Estate ETF by 2.4% in the 4th quarter. Adero Partners LLC now owns 3,021,489 shares of the company’s stock worth $70,310,000 after purchasing an additional 71,643 shares in the last quarter. HighTower Advisors LLC boosted its holdings in Dimensional US Real Estate ETF by 6.5% in the fourth quarter. HighTower Advisors LLC now owns 2,338,083 shares of the company’s stock worth $54,407,000 after acquiring an additional 142,187 shares in the last quarter. Elwood & Goetz Wealth Advisory Group LLC grew its stake in shares of Dimensional US Real Estate ETF by 1.3% in the fourth quarter. Elwood & Goetz Wealth Advisory Group LLC now owns 1,950,014 shares of the company’s stock worth $45,377,000 after acquiring an additional 24,341 shares during the last quarter. RAM Investment Partners LLC increased its holdings in shares of Dimensional US Real Estate ETF by 0.5% during the fourth quarter. RAM Investment Partners LLC now owns 1,203,550 shares of the company’s stock valued at $28,007,000 after acquiring an additional 6,566 shares in the last quarter. Finally, Root Financial Partners LLC increased its holdings in shares of Dimensional US Real Estate ETF by 29.5% during the fourth quarter. Root Financial Partners LLC now owns 970,364 shares of the company’s stock valued at $22,580,000 after acquiring an additional 221,230 shares in the last quarter.

Dimensional US Real Estate ETF Price Performance

Shares of Dimensional US Real Estate ETF stock opened at $23.43 on Monday. Dimensional US Real Estate ETF has a 1 year low of $20.32 and a 1 year high of $26.12. The firm’s 50-day moving average is $23.57 and its 200 day moving average is $24.42. The stock has a market cap of $1.27 billion, a price-to-earnings ratio of 34.30 and a beta of 1.04.

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.