Trailhead Planners LLC Makes New Investment in Dimensional US Real Estate ETF $DFAR

Trailhead Planners LLC bought a new position in Dimensional US Real Estate ETF (NYSEARCA:DFAR) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm bought 85,101 shares of the company’s stock, valued at approximately $1,949,000. Dimensional US Real Estate ETF comprises about 1.9% of Trailhead Planners LLC’s investment portfolio, making the stock its 17th largest position.

Several other institutional investors and hedge funds have also bought and sold shares of DFAR. Sei Investments Co. purchased a new position in Dimensional US Real Estate ETF in the second quarter worth about $528,000. Raymond James Financial Inc. boosted its position in Dimensional US Real Estate ETF by 3.1% in the second quarter. Raymond James Financial Inc. now owns 368,959 shares of the company’s stock worth $8,656,000 after purchasing an additional 10,938 shares during the last quarter. Bank of America Corp DE purchased a new position in Dimensional US Real Estate ETF in the second quarter worth about $1,788,000. MML Investors Services LLC boosted its position in Dimensional US Real Estate ETF by 17.3% in the second quarter. MML Investors Services LLC now owns 113,168 shares of the company’s stock worth $2,655,000 after purchasing an additional 16,686 shares during the last quarter. Finally, Orion Porfolio Solutions LLC purchased a new position in Dimensional US Real Estate ETF in the second quarter worth about $273,000.

Dimensional US Real Estate ETF Stock Performance

Shares of NYSEARCA:DFAR opened at $26.41 on Friday. The stock has a market capitalization of $1.73 billion, a price-to-earnings ratio of 31.45 and a beta of 0.91. The stock’s 50-day simple moving average is $25.53 and its two-hundred day simple moving average is $24.40. Dimensional US Real Estate ETF has a 52-week low of $22.65 and a 52-week high of $26.61.

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.