Great Oak Capital Partners LLC Boosts Holdings in Dimensional US Real Estate ETF $DFAR

Great Oak Capital Partners LLC boosted its position in shares of Dimensional US Real Estate ETF (NYSEARCA:DFAR) by 9.2% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 1,005,555 shares of the company’s stock after acquiring an additional 84,581 shares during the quarter. Dimensional US Real Estate ETF accounts for 5.8% of Great Oak Capital Partners LLC’s portfolio, making the stock its 9th biggest holding. Great Oak Capital Partners LLC owned 1.61% of Dimensional US Real Estate ETF worth $23,067,000 at the end of the most recent reporting period.

Other institutional investors also recently bought and sold shares of the company. Larson Financial Group LLC bought a new stake in shares of Dimensional US Real Estate ETF during the 3rd quarter valued at about $25,000. EverSource Wealth Advisors LLC lifted its stake in shares of Dimensional US Real Estate ETF by 81.2% in the 3rd quarter. EverSource Wealth Advisors LLC now owns 1,154 shares of the company’s stock worth $28,000 after purchasing an additional 517 shares during the period. CNB Bank bought a new position in shares of Dimensional US Real Estate ETF in the 3rd quarter worth approximately $33,000. Kathleen S. Wright Associates Inc. boosted its holdings in shares of Dimensional US Real Estate ETF by 86.4% in the third quarter. Kathleen S. Wright Associates Inc. now owns 4,352 shares of the company’s stock worth $104,000 after buying an additional 2,017 shares during the last quarter. Finally, JPMorgan Chase & Co. boosted its holdings in shares of Dimensional US Real Estate ETF by 211.2% in the third quarter. JPMorgan Chase & Co. now owns 7,201 shares of the company’s stock worth $172,000 after buying an additional 4,887 shares during the last quarter.

Dimensional US Real Estate ETF Trading Down 0.3%

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

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.