Aspen Wealth Management LLC Boosts Stake in Dimensional US Real Estate ETF $DFAR

Aspen Wealth Management LLC lifted its stake in shares of Dimensional US Real Estate ETF (NYSEARCA:DFAR) by 8.7% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 377,538 shares of the company’s stock after acquiring an additional 30,290 shares during the period. Dimensional US Real Estate ETF makes up 1.8% of Aspen Wealth Management LLC’s investment portfolio, making the stock its 12th biggest position. Aspen Wealth Management LLC owned about 0.61% of Dimensional US Real Estate ETF worth $8,646,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in DFAR. Larson Financial Group LLC purchased a new stake in Dimensional US Real Estate ETF during the third quarter valued at about $25,000. EverSource Wealth Advisors LLC boosted its holdings 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 in the last quarter. CNB Bank bought a new position in shares of Dimensional US Real Estate ETF during the 3rd quarter valued at about $33,000. Kathleen S. Wright Associates Inc. increased its position in shares of Dimensional US Real Estate ETF by 86.4% during the 3rd quarter. Kathleen S. Wright Associates Inc. now owns 4,352 shares of the company’s stock valued at $104,000 after purchasing an additional 2,017 shares during the last quarter. Finally, JPMorgan Chase & Co. raised its holdings in shares of Dimensional US Real Estate ETF by 211.2% during the 3rd quarter. JPMorgan Chase & Co. now owns 7,201 shares of the company’s stock valued at $172,000 after buying an additional 4,887 shares in the last quarter.

Dimensional US Real Estate ETF Price Performance

NYSEARCA:DFAR opened at $24.25 on Friday. The business has a 50 day moving average of $24.26 and a 200 day moving average of $23.74. The company has a market capitalization of $1.55 billion, a price-to-earnings ratio of 31.45 and a beta of 0.94. Dimensional US Real Estate ETF has a 1-year low of $20.32 and a 1-year high of $25.46.

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.