Dimensional US Real Estate ETF (DFAR)
21.34
+0.20
(+0.95%)
USD |
NYSEARCA |
May 07, 16:00
21.34
0.00 (0.00%)
Pre-Market: 20:00
Price Chart
Key Stats
| Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
|---|---|---|---|
| 0.19% | 0.07% | 973.52M | 274439.6 |
| Dividend Yield | Turnover Ratio | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
| 3.20% | 5.00% | 372.28M | Upgrade |
Basic Info
| Investment Strategy | |
| The investment seeks to achieve long-term capital appreciation. 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. |
| General | |
| Security Type | Exchange-Traded Fund |
| Equity Style | Mid Cap/Blend |
| Fixed Income Style | -- |
| Broad Asset Class | Sector Equity |
| Broad Category | Equity |
| Category Name | Real Estate |
| Category Index | S&P United States REIT TR USD |
| Global Category Name | Real Estate Sector Equity |
| YCharts Categorization | Real Estate Equity |
| YCharts Benchmark | S&P 1500 Real Estate (Sector) Total Return (^SP15RESTR) |
| Prospectus Objective | Specialty - Real Estate |
| Fund Owner Firm Name | Dimensional Fund Advisors |
| Prospectus Benchmark Index | |
| DJ US Select REIT TR USD | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^MSWNTR | 100.0% |
| Manager Tenure | |
| Jed Fogdall | 2.19 yrs |
| John Hertzer | 2.19 yrs |
| Joseph Hohn | 2.19 yrs |
| Allen Pu | 0.17 yrs |
Performance Versus Category
As of May 07, 2024. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of May 07, 2024.
Basic Info
| Investment Strategy | |
| The investment seeks to achieve long-term capital appreciation. 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. |
| General | |
| Security Type | Exchange-Traded Fund |
| Equity Style | Mid Cap/Blend |
| Fixed Income Style | -- |
| Broad Asset Class | Sector Equity |
| Broad Category | Equity |
| Category Name | Real Estate |
| Category Index | S&P United States REIT TR USD |
| Global Category Name | Real Estate Sector Equity |
| YCharts Categorization | Real Estate Equity |
| YCharts Benchmark | S&P 1500 Real Estate (Sector) Total Return (^SP15RESTR) |
| Prospectus Objective | Specialty - Real Estate |
| Fund Owner Firm Name | Dimensional Fund Advisors |
| Prospectus Benchmark Index | |
| DJ US Select REIT TR USD | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^MSWNTR | 100.0% |
| Manager Tenure | |
| Jed Fogdall | 2.19 yrs |
| John Hertzer | 2.19 yrs |
| Joseph Hohn | 2.19 yrs |
| Allen Pu | 0.17 yrs |