Dimensional US Real Estate ETFDFAR
DFAR
0
Funds holding %
of 7,407 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
200% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 15
84% more repeat investments, than reductions
Existing positions increased: 107 | Existing positions reduced: 58
35% more funds holding in top 10
Funds holding in top 10: 17 [Q3] → 23 (+6) [Q4]
13% more funds holding
Funds holding: 206 [Q3] → 232 (+26) [Q4]
8% more capital invested
Capital invested by funds: $823M [Q3] → $891M (+$68.2M) [Q4]
7.49% more ownership
Funds ownership: 67.29% [Q3] → 74.77% (+7.49%) [Q4]
Research analyst outlook
We haven’t received any recent analyst ratings for DFAR.
Financial journalist opinion
Positive
Seeking Alpha
4 weeks ago
The State Of REITs: March 2025 Edition
REITs bounced back (+1.77%) in February and now have a positive year-to-date total return (+0.79%) after the first two months of the year. Large cap (+4.58%), small cap (+2.00%) and mid cap REITs (+0.98%) performed well in February while micro caps (-1.55%) continued to badly underperform their larger peers. 64.97% of REIT securities had a positive total in February.

Negative
Seeking Alpha
1 month ago
The State Of REITs: February 2025 Edition
After a brutal December (-6.85%), the REIT sector averaged negative total returns again in January (-1.29%). Large cap (+0.30%) and mid cap REITs (+0.09%) averaged small gains in January, whereas small caps (-0.95%) and micro caps (-7.80%) started the year in the red. Only 42.58% of REIT securities had a positive total during the first month of 2025.

Positive
Seeking Alpha
3 months ago
The State Of REITs: December 2024 Edition
The REIT sector bounced back from a rough October with a strong +3.19% average total return in November. Small cap (+4.19%), mid cap (+3.70%), and large cap (+3.39%) REITs averaged gains in November, while micro caps (-0.81%) finished the month in the red. 74.19% of REIT securities had a positive total return in November.

Neutral
Seeking Alpha
4 months ago
DFAR: Real Estate Exposure, But Nothing Special
Dimensional US Real Estate ETF offers low fees at 0.19%, providing a cost-effective way to invest in US real estate stocks. The DFAR ETF's top holdings include Prologis, American Tower, Equinix, Welltower, and Digital Realty, focusing on specialized REITs and tech-driven property trends. The fund's balanced sector allocation and diversification help mitigate risks, but it lacks exposure to emerging markets and other developed economies.

Negative
Seeking Alpha
4 months ago
The State Of REITs: November 2024 Edition
The REIT sector snapped a 5-month winning streak with a -3.42% average total return in October. Micro cap (-2.04%) and mid-cap (-2.30%) REITs averaged modest declines in October, while large caps (-3.89%) and small caps (-4.62%) were deeper in the red. 72.90% of REIT securities had a negative total return in October.

Positive
Seeking Alpha
5 months ago
An Inflection Point In Residential Real Estate
Residential real estate supply is limited due to construction costs relative to NOI. In 2025 and 2026, housing will be increasingly undersupplied. The undersupply should drive up property revenues until such a point that development becomes viable.

Positive
Seeking Alpha
6 months ago
The State Of REITs: October 2024 Edition
REITs achieved their 5th straight month in the black with a +3.09% average total return in September and +9.61% year to date. Mid-cap (+5.01%), large cap (+3.41%) and small cap REITs (+2.59%) averaged solid gains in September. Micro caps (-0.42%) again averaged a negative total return. 72.3% of REIT securities had a positive total return in September.

Positive
Seeking Alpha
6 months ago
DFAR: A Reasonable Deal To Gain Indirect Exposure To US REITs
The Dimensional US Real Estate ETF is a diversified, low-cost REIT ETF with an expense ratio of 0.19% and $1.3 billion in AUM. DFAR's top holdings include Prologis, American Tower, Crown Castle, Equinix, and Digital Realty, offering exposure to high-growth REIT subsectors like telecom towers and data centers. Investing in REIT ETFs like DFAR mitigates risks associated with single REITs by providing diversification across multiple REIT subsectors, enhancing portfolio stability.

Neutral
Seeking Alpha
8 months ago
The State Of REITs: July 2024
The REIT sector continued to recover in June with a +1.12% average total return, but closed out the first half of the year in the red (-3.86%). Micro cap REITs (-3.79%) averaged a negative total return in June, but small caps (+1.01%), mid-caps (+2.29%) and large caps (+2.88%) finished in the black. 65.58% of REIT securities had a positive total return in June.

Positive
Seeking Alpha
9 months ago
The State Of REITs: June 2024 Edition
After a rough start to the year, REITs partially bounced back in May with a +2.51% average total return. Small-cap REITs (-0.48%) averaged a negative return in May, but micro caps (+5.09%), large caps (+4.28%) and mid caps (+3.35%) were solidly in the black. 74.03% of REIT securities had a positive total return in May.

Charts implemented using Lightweight Charts™