North Berkeley Wealth Management LLC Makes New $3.83 Million Investment in Dimensional US Real Estate ETF $DFAR

North Berkeley Wealth Management LLC purchased a new position in shares of Dimensional US Real Estate ETF (NYSEARCA:DFAR) in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor purchased 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 portfolio, making the stock its 13th biggest position.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Sei Investments Co. acquired a new stake in shares of Dimensional US Real Estate ETF in the second quarter valued at about $528,000. Raymond James Financial Inc. grew its stake in shares of Dimensional US Real Estate ETF by 3.1% in the second quarter. Raymond James Financial Inc. now owns 368,959 shares of the company’s stock valued at $8,656,000 after buying an additional 10,938 shares in the last quarter. Bank of America Corp DE acquired a new stake in shares of Dimensional US Real Estate ETF in the second quarter valued at about $1,788,000. MML Investors Services LLC grew its stake in shares of Dimensional US Real Estate ETF by 17.3% in the second quarter. MML Investors Services LLC now owns 113,168 shares of the company’s stock valued at $2,655,000 after buying an additional 16,686 shares in the last quarter. Finally, Orion Porfolio Solutions LLC acquired a new stake in shares of Dimensional US Real Estate ETF in the second quarter valued at about $273,000.

Dimensional US Real Estate ETF Stock Performance

DFAR stock opened at $25.48 on Thursday. Dimensional US Real Estate ETF has a 1 year low of $22.65 and a 1 year high of $26.38. The firm has a market cap of $1.67 billion, a P/E ratio of 31.45 and a beta of 0.93. The stock has a 50-day simple moving average of $25.20 and a 200-day simple moving average of $24.28.

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.