Brown Financial Advisory reduced its holdings in shares of Dimensional US Real Estate ETF (NYSEARCA:DFAR – Free Report) by 17.7% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 119,825 shares of the company’s stock after selling 25,692 shares during the period. Dimensional US Real Estate ETF comprises approximately 1.4% of Brown Financial Advisory’s portfolio, making the stock its 7th biggest holding. Brown Financial Advisory owned about 0.19% of Dimensional US Real Estate ETF worth $2,744,000 at the end of the most recent quarter.
A number of other institutional investors and hedge funds have also bought and sold shares of the business. Orion Porfolio Solutions LLC boosted its stake in shares of Dimensional US Real Estate ETF by 3.8% during the third quarter. Orion Porfolio Solutions LLC now owns 12,055 shares of the company’s stock valued at $288,000 after purchasing an additional 436 shares during the period. CPA Asset Management Group LLC boosted its stake in shares of Dimensional US Real Estate ETF by 3.1% during the fourth quarter. CPA Asset Management Group LLC now owns 14,454 shares of the company’s stock valued at $331,000 after purchasing an additional 438 shares during the period. Sprinkle Financial Consultants LLC boosted its stake in shares of Dimensional US Real Estate ETF by 1.3% during the fourth quarter. Sprinkle Financial Consultants LLC now owns 36,481 shares of the company’s stock valued at $835,000 after purchasing an additional 456 shares during the period. Lakeridge Wealth Management LLC boosted its stake in shares of Dimensional US Real Estate ETF by 1.6% during the third quarter. Lakeridge Wealth Management LLC now owns 30,218 shares of the company’s stock valued at $721,000 after purchasing an additional 473 shares during the period. Finally, EverSource Wealth Advisors LLC boosted its stake in shares of Dimensional US Real Estate ETF by 81.2% during the third quarter. EverSource Wealth Advisors LLC now owns 1,154 shares of the company’s stock valued at $28,000 after purchasing an additional 517 shares during the period.
Dimensional US Real Estate ETF Stock Down 0.3%
Shares of DFAR stock opened at $25.43 on Friday. The stock has a fifty day moving average of $24.66 and a 200 day moving average of $23.87. Dimensional US Real Estate ETF has a 52 week low of $22.65 and a 52 week high of $25.88. The firm has a market capitalization of $1.67 billion, a price-to-earnings ratio of 31.45 and a beta of 0.92.
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. DFAR was launched on Feb 23, 2022 and is managed by Dimensional.
Featured Stories
Receive News & Ratings for Dimensional US Real Estate ETF Daily – Enter your email address below to receive a concise daily summary of the latest news and analysts’ ratings for Dimensional US Real Estate ETF and related companies with MarketBeat.com’s FREE daily email newsletter.
