North Berkeley Wealth Management LLC Buys New Shares in Dimensional US Real Estate ETF $DFAR

North Berkeley Wealth Management LLC bought a new stake in Dimensional US Real Estate ETF (NYSEARCA:DFAR) in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor bought 167,397 shares of the company’s stock, valued at approximately $3,834,000. Dimensional US Real Estate ETF comprises about 2.3% of North Berkeley Wealth Management LLC’s investment portfolio, making the stock its 13th biggest holding. North Berkeley Wealth Management LLC owned approximately 0.26% of Dimensional US Real Estate ETF as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors have also recently added to or reduced their stakes in DFAR. Ferguson Johnson Wealth Management Inc acquired a new stake in Dimensional US Real Estate ETF during the fourth quarter worth about $1,835,000. Caprock Group LLC acquired a new stake in Dimensional US Real Estate ETF during the third quarter worth about $668,000. Aspen Wealth Management LLC increased its stake in Dimensional US Real Estate ETF by 8.7% during the fourth quarter. Aspen Wealth Management LLC now owns 377,538 shares of the company’s stock worth $8,646,000 after acquiring an additional 30,290 shares during the last quarter. Moisand Fitzgerald Tamayo LLC increased its stake in Dimensional US Real Estate ETF by 6.8% during the fourth quarter. Moisand Fitzgerald Tamayo LLC now owns 1,358,580 shares of the company’s stock worth $31,113,000 after acquiring an additional 86,690 shares during the last quarter. Finally, Approach Retirement Advisors LLC acquired a new stake in Dimensional US Real Estate ETF during the fourth quarter worth about $739,000.

Dimensional US Real Estate ETF Price Performance

Shares of NYSEARCA:DFAR opened at $25.48 on Thursday. The firm has a market capitalization of $1.67 billion, a PE ratio of 31.45 and a beta of 0.93. The business has a 50-day moving average of $25.20 and a two-hundred day moving average of $24.28. Dimensional US Real Estate ETF has a 12 month low of $22.65 and a 12 month high of $26.38.

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. DFAR was launched on Feb 23, 2022 and is managed by Dimensional.