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DFAR - ETF AI Analysis
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Dimensional US Real Estate ETF (DFAR)
Rating:70Neutral
Price Target:
$26.00
Positive Factors
Strong Top Holdings
Several of the largest positions, like Welltower and Prologis, have delivered strong year-to-date gains, supporting the ETF's overall performance.
Low Expense Ratio
The ETF charges a low expense ratio compared to many similar funds, making it cost-effective for investors.
Focused Sector Exposure
The ETF's concentration in real estate provides targeted exposure to a sector that can offer steady income and growth potential.
Negative Factors
High Geographic Concentration
The ETF is almost entirely focused on U.S. companies, limiting diversification across global markets.
Underperforming Holdings
Some top holdings, like Equinix and Digital Realty, have experienced negative year-to-date performance, which could drag on returns.
Sector-Specific Risks
With nearly all assets in real estate, the ETF is highly sensitive to risks like rising interest rates or a downturn in the property market.
DFAR vs. SPDR S&P 500 ETF (SPY)
AUM1.38B
RegionNorth America
Expense Ratio0.19%
Beta0.52
IssuerDimensional
Inception DateFeb 23, 2022
Dividend Yield2.84%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume646,784
30 Day Avg. Volume512,452
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
26.66Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering135
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
DFAR Summary
The Dimensional US Real Estate ETF (DFAR) is an investment fund focused on the U.S. real estate sector, including commercial, residential, and industrial properties. It holds shares in well-known companies like Prologis and Welltower, giving investors exposure to the growth potential of real estate. This ETF can be a good choice for those looking to diversify their portfolio with a specialized focus on real estate. However, new investors should be aware that its performance is closely tied to the real estate market, which can be affected by economic cycles and interest rate changes.
How much will it cost me?The Dimensional US Real Estate ETF (DFAR) has an expense ratio of 0.19%, meaning you’ll pay $1.90 per year for every $1,000 invested. This is lower than average for sector-focused ETFs because it is passively managed, aiming to track the performance of the U.S. real estate market rather than actively selecting stocks.
What would affect this ETF?The Dimensional US Real Estate ETF (DFAR) could benefit from economic growth and demographic trends that drive demand for commercial, residential, and industrial properties in the U.S., as well as potential increases in property values. However, rising interest rates or economic slowdowns could negatively impact the real estate sector, as higher borrowing costs and reduced consumer spending may affect property investments and valuations. The ETF's focus on top holdings like Prologis and American Tower highlights its exposure to key real estate segments, which could be influenced by changes in market conditions or regulatory policies.
DFAR Top 10 Holdings
The Dimensional US Real Estate ETF (DFAR) is heavily concentrated in the U.S. real estate sector, with top holdings like Prologis and Welltower driving steady performance thanks to strong leasing activity and strategic investments. Realty Income and Public Storage are also rising, supported by robust cash flow and expansion efforts. However, names like American Tower and Digital Realty are lagging, weighed down by valuation concerns and mixed technical signals. Overall, the fund’s focus on diverse property types provides stability, but a few underperformers are holding back its full potential.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Welltower | 8.28% | $114.01M | $135.39B | 43.50% | 72 Outperform | |
| Prologis | 6.76% | $93.12M | $117.46B | 8.08% | 79 Outperform | |
| American Tower | 5.29% | $72.91M | $84.49B | -9.62% | 65 Neutral | |
| Simon Property | 4.64% | $63.84M | $59.09B | 0.56% | 74 Outperform | |
| Equinix | 4.52% | $62.24M | $76.28B | -15.58% | 79 Outperform | |
| Realty Income | 4.37% | $60.20M | $52.43B | 0.28% | 72 Outperform | |
| Digital Realty | 4.25% | $58.57M | $54.17B | -14.76% | 70 Outperform | |
| Public Storage | 3.57% | $49.14M | $47.42B | -18.82% | 68 Neutral | |
| Crown Castle | 3.30% | $45.39M | $39.43B | -12.86% | 46 Neutral | |
| Ventas | 3.08% | $42.44M | $38.02B | 24.30% | 68 Neutral |
DFAR Technical Analysis
Negative
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Price Trends
23.61
Negative
23.49
Negative
23.33
Negative
Market Momentum
-0.08
Positive
42.50
Neutral
15.27
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For DFAR, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 23.50, equal to the 50-day MA of 23.61, and equal to the 200-day MA of 23.33, indicating a bearish trend. The MACD of -0.08 indicates Positive momentum. The RSI at 42.50 is Neutral, neither overbought nor oversold. The STOCH value of 15.27 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for DFAR.
DFAR Peer Comparison
Comparison Results
Performance Comparison
DFAR
Dimensional US Real Estate ETF
23.18
-1.17
-4.80%
THRO
Ishares U.S. Thematic Rotation Active Etf
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JTEK
JPMorgan U.S. Tech Leaders ETF
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UTES
Virtus Reaves Utilities ETF
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LCTU
BlackRock U.S. Carbon Transition Readiness ETF
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IYRI
NEOS Real Estate High Income ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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