Builder Investment Group Inc. ADV boosted its position in Dimensional US Real Estate ETF (NYSEARCA:DFAR) by 24.7% during the undefined quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 122,676 shares of the company's stock after purchasing an additional 24,271 shares during
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Dimensional US Real Estate ETF offers low fees at 0.19%, providing a cost-effective way to invest in US real estate stocks. The DFAR ETF's top holdings include Prologis, American Tower, Equinix, Welltower, and Digital Realty, focusing on specialized REITs and tech-driven property trends. The fund's balanced sector allocation and diversification help mitigate risks, but it lacks exposure to emerging markets and other developed economies.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SH Suzanne Hornick ASSET PLANNING Corp.ORATION | 223,428 | $5.2M | $5.9M | $705,339.49 | 13.57% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 612 | $14,473.8 | $16,184.34 | $1,710.54 | 11.82% |
| YA Yinka Akinsola Blue Trust Inc. | 10,428 | $239,604.12 | $276,653.8 | $37,049.68 | 15.46% |
Chris Williams Applied Capital LLC | 99,658 | $2.22M | $2.64M | $426,892.03 | 19.26% |
Carrie Delgott Wescott Financial Advisory Group LLC | 10,439 | $237,382.86 | $276,945.63 | $39,562.77 | 16.67% |
| ARCA Exchange | US Country |
The company operates at the nexus of the real estate and finance industries, focusing on creating a portfolio that includes a wide variety of real estate-related investments. By adhering to a market capitalization weighted strategy, the company seeks to concentrate its investments in equity securities that are both readily marketable and tied to the real estate sector. This includes companies involved in the ownership, management, development, construction, or sale of real estate across residential, commercial, and industrial sectors. The company's investment philosophy emphasizes entities that demonstrate significant activity within these realms, aiming to capture the growth and income potential of the real estate market. The portfolio explicitly targets equity securities of companies within certain Real Estate Investment Trusts (REITs) and companies engaged in residential construction, as well as corporations (excluding partnerships) focused on the development of commercial property.
Given its strategic focus, the company offers a range of investment products and services designed to leverage the diverse opportunities within the real estate sector: