Willow Creek Wealth Management Inc. Purchases 5,412 Shares of Dimensional US Real Estate ETF $DFAR

Willow Creek Wealth Management Inc. raised its stake in shares of Dimensional US Real Estate ETF (NYSEARCA:DFAR) by 1.4% during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 386,110 shares of the company’s stock after purchasing an additional 5,412 shares during the period. Dimensional US Real Estate ETF accounts for about 0.8% of Willow Creek Wealth Management Inc.’s portfolio, making the stock its 28th biggest position. Willow Creek Wealth Management Inc. owned about 0.67% of Dimensional US Real Estate ETF worth $9,058,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Elevation Wealth Partners LLC purchased a new stake in Dimensional US Real Estate ETF during the first quarter valued at approximately $25,000. Oakworth Capital Inc. purchased a new stake in Dimensional US Real Estate ETF during the first quarter valued at approximately $40,000. Fifth Third Bancorp purchased a new stake in Dimensional US Real Estate ETF during the first quarter valued at approximately $47,000. JFS Wealth Advisors LLC raised its position in Dimensional US Real Estate ETF by 97.2% during the first quarter. JFS Wealth Advisors LLC now owns 2,140 shares of the company’s stock valued at $51,000 after purchasing an additional 1,055 shares during the period. Finally, Maseco LLP purchased a new stake in Dimensional US Real Estate ETF during the second quarter valued at approximately $101,000.

Dimensional US Real Estate ETF Stock Performance

Shares of NYSEARCA DFAR opened at $23.70 on Friday. The business’s 50 day moving average price is $23.58 and its 200-day moving average price is $23.38. Dimensional US Real Estate ETF has a fifty-two week low of $20.32 and a fifty-two week high of $25.92. The company has a market cap of $1.38 billion, a price-to-earnings ratio of 31.45 and a beta of 0.93.

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.