Great Oak Capital Partners LLC Grows Stock Position in Dimensional US Real Estate ETF $DFAR

Great Oak Capital Partners LLC raised its position in shares of Dimensional US Real Estate ETF (NYSEARCA:DFAR) by 9.2% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,005,555 shares of the company’s stock after acquiring an additional 84,581 shares during the period. Dimensional US Real Estate ETF makes up approximately 5.8% of Great Oak Capital Partners LLC’s holdings, making the stock its 9th biggest holding. Great Oak Capital Partners LLC’s holdings in Dimensional US Real Estate ETF were worth $23,067,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently modified their holdings of DFAR. Focus Partners Wealth increased its position in Dimensional US Real Estate ETF by 2.7% in the third quarter. Focus Partners Wealth now owns 3,682,897 shares of the company’s stock worth $87,837,000 after purchasing an additional 96,126 shares during the last quarter. Prudential Financial Inc. lifted its position in Dimensional US Real Estate ETF by 6.3% during the second quarter. Prudential Financial Inc. now owns 2,489,800 shares of the company’s stock valued at $58,411,000 after purchasing an additional 147,000 shares during the last quarter. HighTower Advisors LLC grew its stake in shares of Dimensional US Real Estate ETF by 11.2% in the 3rd quarter. HighTower Advisors LLC now owns 2,379,046 shares of the company’s stock worth $56,740,000 after buying an additional 238,838 shares in the last quarter. Elwood & Goetz Wealth Advisory Group LLC grew its stake in shares of Dimensional US Real Estate ETF by 6.0% in the 3rd quarter. Elwood & Goetz Wealth Advisory Group LLC now owns 2,198,522 shares of the company’s stock worth $52,435,000 after buying an additional 125,155 shares in the last quarter. Finally, Root Financial Partners LLC increased its holdings in shares of Dimensional US Real Estate ETF by 50.1% in the 3rd quarter. Root Financial Partners LLC now owns 1,582,489 shares of the company’s stock worth $37,742,000 after buying an additional 528,128 shares during the last quarter.

Dimensional US Real Estate ETF Trading Down 0.3%

Shares of NYSEARCA DFAR opened at $24.25 on Friday. The firm’s 50-day moving average price is $24.26 and its 200-day moving average price is $23.74. The stock has a market capitalization of $1.55 billion, a price-to-earnings ratio of 31.45 and a beta of 0.94. Dimensional US Real Estate ETF has a 12-month low of $20.32 and a 12-month high of $25.46.

Dimensional US Real Estate ETF 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.