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DFAR
-0.04 · -0.16%
$23.50 · NYSE ARCA

Dimensional ETF Trust (DFAR) ETF Analysis | Real Estate

Dimensional Fund Advisors · USA
AUM:$1.6B
#– of – in Real Estate ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 7.3% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.19% — competitive for the exposure provided.

What is DFAR?

The portfolio, using a market capitalization weighted approach, will concentrate investments in readily marketable equity securities of companies whose principal activities include ownership, management, development, construction, or sale of residential, commercial or industrial real estate. The Portfolio will principally invest in equity securities of companies in certain REITs and companies engaged in residential construction and firms, except partnerships, whose principal business is to develop commercial property.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Positive 1-Year Return
DFAR returned 7.3% over the past year. Historical returns only — past performance is not indicative of future results.
Competitive Expense Ratio
Expense ratio of 0.19% — reasonable for the index exposure provided.
Moderate Concentration
Top 10 holdings make up 48.5% of the ETF — a moderate level of name concentration.
ETF Information
AUM$1.6B
Expense Ratio0.19%
Dividend Yield2.89%
Holdings50
Inception DateFeb 2022
Domicile–
Distribution–
Index–
ProviderDimensional Fund Advisors
Beta1.12
CategoryReal Estate
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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Compare Equity
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+3.6%
1Y
+12.8%
3Y
+33.4%
5Y
+16.1%
OpenBook InsightIf you had invested £10,000 in DFAR 5 years ago, it would have grown to £11,608 — a gain of £1,608.

Annual Returns

Calendar year performance

DFAR delivered positive returns in 4 of the last 5 calendar years.
YearDFAR
2026 YTD+14.2%
2025+2.2%
2024+4.2%
2023+11.2%
2022-14.3%
CAGR 4yr+0.4%
4/5 positive yearsAvg return: +3.5%Worst year: -14.3% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
33%
Negative
Volatility
12.1%
Low
Momentum
-3.1%
30-day change
Support Level
25.96
Key floor
Key Insights
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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