US real estate done well. DFA Real Estate Securities is an excellent choice for investors seeking diversified, low-cost US real estate exposure.
Dimensional US Real Estate ETF DFAR
Morningstar’s Analysis DFAR
Will DFAR outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the DFAR management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of DFAR’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 46.8
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Welltower Inc | 7.30 | 127M | Real Estate |
Prologis Inc | 6.90 | 120M | Real Estate |
Equinix Inc | 5.22 | 91M | Real Estate |
Simon Property Group Inc | 4.53 | 79M | Real Estate |
Realty Income Corp | 4.41 | 77M | Real Estate |
American Tower Corp | 4.35 | 76M | Real Estate |
Digital Realty Trust Inc | 4.19 | 73M | Real Estate |
Public Storage | 3.85 | 67M | Real Estate |
Ventas Inc | 3.08 | 54M | Real Estate |
Crown Castle Inc | 2.94 | 51M | Real Estate |