marrick wealth LLC Makes New $855,000 Investment in Dimensional US Real Estate ETF $DFAR

marrick wealth LLC purchased a new position in Dimensional US Real Estate ETF (NYSEARCA:DFARFree Report) during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm purchased 37,327 shares of the company’s stock, valued at approximately $855,000. Dimensional US Real Estate ETF accounts for about 0.7% of marrick wealth LLC’s portfolio, making the stock its 22nd largest position. marrick wealth LLC owned 0.06% of Dimensional US Real Estate ETF as of its most recent SEC filing.

Several other institutional investors have also added to or reduced their stakes in DFAR. Orion Porfolio Solutions LLC increased 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 purchasing an additional 436 shares in the last quarter. CPA Asset Management Group LLC increased 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 purchasing an additional 438 shares in the last quarter. Sprinkle Financial Consultants LLC increased 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 purchasing an additional 456 shares in the last quarter. EverSource Wealth Advisors LLC increased 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 purchasing an additional 517 shares in the last quarter. Finally, Heritage Wealth Management Inc. CA increased 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 purchasing an additional 607 shares in the last quarter.

Dimensional US Real Estate ETF Stock Performance

DFAR opened at $26.66 on Friday. The stock has a market capitalization of $1.75 billion, a price-to-earnings ratio of 31.45 and a beta of 0.91. The company has a fifty day moving average of $25.59 and a 200 day moving average of $24.42. Dimensional US Real Estate ETF has a fifty-two week low of $22.65 and a fifty-two week high of $26.73.

Dimensional US Real Estate ETF Profile

(Free Report)

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.

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Institutional Ownership by Quarter for Dimensional US Real Estate ETF (NYSEARCA:DFAR)

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