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DFARDimensional US Real Estate ETF

Grow my money#299 of 2944 for Grow my money

Seeks long-term capital appreciation through investments in U.S. real estate equities.

Dimensional Fund Advisors · Since 2022 (4 years)

Annual Cost

0.19%

#793 out of 5,332 ETFs

Fund Size

$1.6B

#766 out of 5,332 ETFs

Dividend Yield

2.98%

Track Record

4 years

#2712 out of 5,332 ETFs

Performance

1 Year

+14.0%

3 Years

+10.5%

5 Years

N/A

What's inside

Asset class
Strategy
active selection
Focus
Real Assets

Asset allocation

Stocks
100.0%

Sector breakdown

Real Estate
100.0%

Top holdings

Welltower IncWELL7.4%
Prologis IncPLD7.0%
Equinix IncEQIX5.3%
Simon Property Group IncSPG4.6%
Digital Realty Trust IncDLR4.6%
American Tower CorpAMT4.5%
Realty Income CorpO4.5%
Public StoragePSA3.7%
Ventas IncVTR3.3%
Crown Castle IncCCI3.0%

Risk profile

Volatility (1Y)

13.4%

Moderate

Max drawdown

-32.3%

Worst peak-to-trough loss

Sharpe (3Y)

0.47

Below average

Sortino (3Y)

0.67

Moderate downside risk

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Data updated on 2026-05-05