DFARDimensional US Real Estate ETF
Seeks long-term capital appreciation.
By Dimensional Fund Advisors · Launched 2022
Annual Cost
0.19%
#838 of 5,854 · low cost
Fund Size
$1.7B
#827 of 5,854 · large
Return (1Y)Goal
+17.4%
Track Record
4 years
#2,565 of 5,854 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$11,933+19.3%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 10 holdings = 48.9% of fundmoderately concentrated
WELLTOWER INC.
7.5%
PROLOGIS, INC.
6.8%
EQUINIX, INC.
5.4%
DIGITAL REALTY TRUST, INC.
4.6%
SIMON PROPERTY GROUP, INC.
4.6%
REALTY INCOME CORPORATION
4.5%
AMERICAN TOWER CORPORATION
4.4%
DIMENSIONAL FUND ADVISORS LP
4.1%
PUBLIC STORAGE.
3.7%
VENTAS, INC.
3.3%
Asset allocation
Stocks
100.0%
By sector
Real Estate
100.0%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
13.8%Moderate
Year-on-year price swings
Max drawdown
-32.3%Severe
Worst peak-to-trough loss
Sharpe (3Y)
0.40Below average
Sortino (3Y)
0.57Moderate downside risk
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks long-term capital appreciation.
- Strategy
- Actively manages a portfolio of equity securities in the real estate industry, including REITs and companies involved in residential and commercial property. Invests in companies of all sizes, concentrating on those with significant real estate activities.
- Inception date
- February 23, 2022
- Fund family
- Dimensional Fund Advisors
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Data updated on 2026-08-03