Advertisement
Skip to Content

Dimensional US Real Estate ETF DFAR

Medalist Rating as of | See Dimensional Investment Hub

Morningstar’s Analysis DFAR

Will DFAR outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Dimensional US Real Estate ETF’s parent firm and notable investment philosophy underpin this strategy's Morningstar Medalist Rating of Gold. The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings DFAR

  • Current Portfolio Date May 25, 2023
  • Equity Holdings 137
  • Bond Holdings 0
  • Other Holdings 0
  • % Assets in Top 10 Holdings 47.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Prologis Inc

10.23
62,356,475
Real Estate

American Tower Corp

7.77
47,333,609
Real Estate

Equinix Inc

5.96
36,345,384
Real Estate

Crown Castle Inc

4.41
26,846,305
Real Estate

Public Storage

4.08
24,840,638
Real Estate

Realty Income Corp

3.55
21,625,488
Real Estate

Welltower Inc

3.31
20,200,739
Real Estate

Simon Property Group Inc

3.02
18,378,495
Real Estate

VICI Properties Inc Ordinary Shares

2.81
17,103,355
Real Estate

Digital Realty Trust Inc

2.44
14,877,207
Real Estate