Dimensional US Real Estate ETF (NYSEARCA:DFAR) is Core Wealth Management Inc.’s 5th Largest Position

Core Wealth Management Inc. lifted its holdings in shares of Dimensional US Real Estate ETF (NYSEARCA:DFAR) by 2.7% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 368,002 shares of the company’s stock after buying an additional 9,806 shares during the period. Dimensional US Real Estate ETF comprises 4.0% of Core Wealth Management Inc.’s investment portfolio, making the stock its 5th biggest holding. Core Wealth Management Inc.’s holdings in Dimensional US Real Estate ETF were worth $8,368,000 as of its most recent SEC filing.

A number of other large investors have also modified their holdings of DFAR. Evanson Asset Management LLC grew its holdings in shares of Dimensional US Real Estate ETF by 34.9% in the 3rd quarter. Evanson Asset Management LLC now owns 114,818 shares of the company’s stock worth $2,241,000 after acquiring an additional 29,687 shares during the period. Onyx Financial Advisors LLC grew its holdings in shares of Dimensional US Real Estate ETF by 20.1% in the 3rd quarter. Onyx Financial Advisors LLC now owns 168,744 shares of the company’s stock worth $3,294,000 after acquiring an additional 28,274 shares during the period. Maryland Capital Advisors Inc. grew its holdings in shares of Dimensional US Real Estate ETF by 18.2% in the 3rd quarter. Maryland Capital Advisors Inc. now owns 88,472 shares of the company’s stock worth $1,727,000 after acquiring an additional 13,630 shares during the period. Moisand Fitzgerald Tamayo LLC grew its holdings in shares of Dimensional US Real Estate ETF by 6.9% in the 3rd quarter. Moisand Fitzgerald Tamayo LLC now owns 46,007 shares of the company’s stock worth $898,000 after acquiring an additional 2,979 shares during the period. Finally, Tillman Hartley LLC grew its holdings in shares of Dimensional US Real Estate ETF by 6.0% in the 3rd quarter. Tillman Hartley LLC now owns 69,603 shares of the company’s stock worth $1,359,000 after acquiring an additional 3,939 shares during the period.

Dimensional US Real Estate ETF Stock Down 0.1 %

Shares of DFAR traded down $0.02 on Friday, reaching $20.76. The stock had a trading volume of 304,432 shares, compared to its average volume of 210,072. The firm has a market capitalization of $913.44 million, a PE ratio of 26.94 and a beta of 0.93. The firm has a 50-day moving average of $21.71 and a 200 day moving average of $21.37. Dimensional US Real Estate ETF has a twelve month low of $18.31 and a twelve month high of $23.22.

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.