DFAR – DFA Real Estate Securities PtflETFClShr – ETF Investment Strategy | Morningstar

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Strategy

The investment seeks long-term capital appreciation. The fund, using a market capitalization weighted approach, purchases readily marketable equity securities of companies whose principal activities include ownership, management, development, construction, or sale of residential, commercial or industrial real estate. It will principally invest in equity securities of companies in certain real estate investment trusts and companies engaged in residential construction and firms, except partnerships, whose principal business is to develop commercial property.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
DFAR	DFA Real Estate Securities Portfolio – ETF Class Shares	ETF	Open		—	Sep 25, 2026	$1.65B	0.180%	—	—	—
DFREX	DFA Real Estate Securities Portfolio Institutional Class	Institutional	Open			Jan 5, 1993	$6.41B	0.180%	Low	$0	−$754.14M

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