DFAR - ETF AI Analysis
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Dimensional US Real Estate ETF (DFAR)
Rating:69Neutral
Price Target:―
Positive Factors
Leading Real Estate Holdings
The ETF’s largest positions are in well-known, established real estate companies, many of which have shown generally positive performance this year.
Low Expense Ratio
The fund charges a relatively low fee, which helps investors keep more of their returns over time.
Healthy Asset Base
The ETF manages a sizable pool of assets, suggesting it has attracted steady investor interest and offers good liquidity for trading.
Negative Factors
Sector Concentration Risk
The fund is invested entirely in real estate, so it can be hit hard if the property or REIT market weakens.
Single-Country Exposure
All holdings are in U.S. companies, which means the ETF does not benefit from diversification across different countries and economies.
Mixed Short-Term Performance
Recent returns have been uneven, with a weak three-month period that may signal higher short-term volatility for investors.
DFAR vs. SPDR S&P 500 ETF (SPY)
AUM1.54B
RegionNorth America
Expense Ratio0.19%
Beta0.49
IssuerDimensional
Inception DateFeb 23, 2022
Dividend Yield3.01%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume2,341,049
30 Day Avg. Volume1,662,730
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
27.13Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering129
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
DFAR Summary
Dimensional US Real Estate ETF (DFAR) is a fund that invests in a wide range of U.S. real estate companies instead of tracking a specific index. It focuses on real estate businesses like commercial, residential, and industrial properties. Well-known holdings include Prologis and American Tower, which own logistics facilities and cell towers. Someone might invest in DFAR to add real estate exposure and diversification to their portfolio, and to potentially benefit from long-term growth in property values and rents. A key risk is that it is 100% in real estate stocks, so its price can swing with the real estate market and interest rates.
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
DFAR is a pure U.S. real estate play, and its story right now is all about which corners of the property market are hot and which are losing steam. Data-center giants like Equinix and Digital Realty have been rising and are doing much of the heavy lifting, helped by steady demand for digital infrastructure. Healthcare-focused names such as Welltower and Ventas are more mixed, offering support but not fireworks. On the flip side, retail and storage players like Simon Property and Public Storage, along with Crown Castle’s lagging towers, are dragging on overall returns.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Welltower | 7.40% | $113.11M | $137.27B | 31.28% | 77 Outperform | |
| Prologis | 6.97% | $106.48M | $124.01B | 17.30% | 76 Outperform | |
| Equinix | 5.27% | $80.55M | $94.91B | 16.23% | 73 Outperform | |
| American Tower | 4.53% | $69.27M | $77.96B | -20.36% | 71 Outperform | |
| Digital Realty | 4.49% | $68.67M | $60.62B | 18.09% | 69 Neutral | |
| Realty Income | 4.45% | $68.02M | $56.00B | 6.19% | 70 Outperform | |
| Simon Property | 4.45% | $67.99M | $59.00B | 7.79% | 70 Outperform | |
| Public Storage | 3.65% | $55.83M | $46.97B | -8.20% | 73 Outperform | |
| Ventas | 3.35% | $51.24M | $40.22B | 21.30% | 68 Neutral | |
| Crown Castle | 2.94% | $44.93M | $33.56B | -23.87% | 45 Neutral |
DFAR Technical Analysis
Negative
―
Price Trends
24.19
Negative
23.58
Negative
23.32
Positive
Market Momentum
-0.23
Positive
30.50
Neutral
6.92
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 24.50, equal to the 50-day MA of 24.19, and equal to the 200-day MA of 23.32, indicating a neutral trend. The MACD of -0.23 indicates Positive momentum. The RSI at 30.50 is Neutral, neither overbought nor oversold. The STOCH value of 6.92 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
23.39
0.57
2.50%
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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PWRD
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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.
DisclaimerThis 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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