Monument Group Wealth Advisors LLC Trims Stake in Dimensional US Real Estate ETF (NYSEARCA:DFAR)

Monument Group Wealth Advisors LLC lessened its holdings in Dimensional US Real Estate ETF (NYSEARCA:DFAR) by 36.2% during the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor owned 8,702 shares of the company’s stock after selling 4,928 shares during the period. Monument Group Wealth Advisors LLC’s holdings in Dimensional US Real Estate ETF were worth $202,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Bank of New York Mellon Corp purchased a new stake in shares of Dimensional US Real Estate ETF during the 2nd quarter valued at $248,000. Envestnet Asset Management Inc. lifted its stake in Dimensional US Real Estate ETF by 19.0% during the second quarter. Envestnet Asset Management Inc. now owns 83,242 shares of the company’s stock worth $1,840,000 after purchasing an additional 13,301 shares during the last quarter. AE Wealth Management LLC boosted its holdings in shares of Dimensional US Real Estate ETF by 8.3% in the 2nd quarter. AE Wealth Management LLC now owns 124,693 shares of the company’s stock worth $2,756,000 after purchasing an additional 9,594 shares in the last quarter. Great Oak Capital Partners LLC increased its position in shares of Dimensional US Real Estate ETF by 44.0% during the 2nd quarter. Great Oak Capital Partners LLC now owns 744,463 shares of the company’s stock valued at $17,845,000 after purchasing an additional 227,508 shares during the last quarter. Finally, Straight Path Wealth Management lifted its position in Dimensional US Real Estate ETF by 19.8% in the 2nd quarter. Straight Path Wealth Management now owns 168,778 shares of the company’s stock worth $3,730,000 after buying an additional 27,920 shares during the last quarter.

Dimensional US Real Estate ETF Price Performance

NYSEARCA DFAR traded down $0.03 on Friday, reaching $23.31. 210,765 shares of the company’s stock traded hands, compared to its average volume of 218,370. The stock has a market cap of $1.07 billion, a PE ratio of 27.86 and a beta of 0.99. Dimensional US Real Estate ETF has a 12 month low of $20.32 and a 12 month high of $26.12. The stock has a 50-day simple moving average of $24.09 and a 200 day simple moving average of $24.35.

About Dimensional US Real Estate ETF

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.