Trailhead Planners LLC Invests $1.95 Million in Dimensional US Real Estate ETF $DFAR

Trailhead Planners LLC acquired a new position in shares of Dimensional US Real Estate ETF (NYSEARCA:DFAR) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 85,101 shares of the company’s stock, valued at approximately $1,949,000. Dimensional US Real Estate ETF makes up about 1.9% of Trailhead Planners LLC’s investment portfolio, making the stock its 17th biggest position. Trailhead Planners LLC owned 0.13% of Dimensional US Real Estate ETF at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently modified their holdings of the company. Orion Porfolio Solutions LLC grew its stake in shares of Dimensional US Real Estate ETF by 3.8% in the third quarter. Orion Porfolio Solutions LLC now owns 12,055 shares of the company’s stock worth $288,000 after acquiring an additional 436 shares during the last quarter. CPA Asset Management Group LLC grew its stake in shares of Dimensional US Real Estate ETF by 3.1% in the fourth quarter. CPA Asset Management Group LLC now owns 14,454 shares of the company’s stock worth $331,000 after acquiring an additional 438 shares during the last quarter. Sprinkle Financial Consultants LLC grew its stake in shares of Dimensional US Real Estate ETF by 1.3% in the fourth quarter. Sprinkle Financial Consultants LLC now owns 36,481 shares of the company’s stock worth $835,000 after acquiring an additional 456 shares during the last quarter. EverSource Wealth Advisors LLC grew its stake in shares of Dimensional US Real Estate ETF by 81.2% in the third quarter. EverSource Wealth Advisors LLC now owns 1,154 shares of the company’s stock worth $28,000 after acquiring an additional 517 shares during the last quarter. Finally, Heritage Wealth Management Inc. CA grew its stake in shares of Dimensional US Real Estate ETF by 1.6% in the fourth quarter. Heritage Wealth Management Inc. CA now owns 37,692 shares of the company’s stock worth $863,000 after acquiring an additional 607 shares during the last quarter.

Dimensional US Real Estate ETF Trading Up 0.0%

NYSEARCA DFAR opened at $26.41 on Friday. Dimensional US Real Estate ETF has a 12 month low of $22.65 and a 12 month high of $26.61. The stock has a market cap of $1.73 billion, a P/E ratio of 31.45 and a beta of 0.91. The stock’s fifty day moving average price is $25.53 and its 200-day moving average price is $24.40.

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.