Dimensional US Real Estate ETF $DFAR is Warburton Capital Management LLC’s 6th Largest Position

Warburton Capital Management LLC increased its holdings in shares of Dimensional US Real Estate ETF (NYSEARCA:DFAR) by 30.0% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 159,795 shares of the company’s stock after purchasing an additional 36,915 shares during the quarter. Dimensional US Real Estate ETF accounts for 1.9% of Warburton Capital Management LLC’s portfolio, making the stock its 6th biggest holding. Warburton Capital Management LLC owned about 0.24% of Dimensional US Real Estate ETF worth $3,964,000 as of its most recent SEC filing.

Several other institutional investors also recently modified their holdings of DFAR. Ferguson Johnson Wealth Management Inc bought a new position in Dimensional US Real Estate ETF during the 4th quarter valued at about $1,835,000. Aspen Wealth Management LLC boosted its holdings in shares of Dimensional US Real Estate ETF by 8.7% during the 4th quarter. Aspen Wealth Management LLC now owns 377,538 shares of the company’s stock valued at $8,646,000 after acquiring an additional 30,290 shares during the last quarter. Moisand Fitzgerald Tamayo LLC grew its stake in shares of Dimensional US Real Estate ETF by 6.8% in the fourth quarter. Moisand Fitzgerald Tamayo LLC now owns 1,358,580 shares of the company’s stock worth $31,113,000 after acquiring an additional 86,690 shares during the period. Approach Retirement Advisors LLC bought a new stake in shares of Dimensional US Real Estate ETF in the fourth quarter worth approximately $739,000. Finally, Pioneer Wealth Management Group purchased a new position in shares of Dimensional US Real Estate ETF during the fourth quarter valued at approximately $554,000.

Dimensional US Real Estate ETF Price Performance

Dimensional US Real Estate ETF stock traded up $0.08 during midday trading on Friday, reaching $26.37. 2,794,674 shares of the company traded hands, compared to its average volume of 2,038,553. The firm has a market capitalization of $1.74 billion, a price-to-earnings ratio of 31.45 and a beta of 0.90. The business has a 50 day moving average of $26.10 and a two-hundred day moving average of $24.83. Dimensional US Real Estate ETF has a 12 month low of $22.65 and a 12 month high of $26.84.

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.