DFAR - ETF AI Analysis
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Dimensional US Real Estate ETF (DFAR)
DFAR, the Dimensional US Real Estate ETF, earns a solid overall rating largely because its biggest holdings like Welltower and Prologis show strong financial performance, strategic growth, and stable momentum in key real estate segments such as senior housing and logistics. However, several other major positions, including Equinix, Realty Income, and Public Storage, face bearish technical trends and potential overvaluation, which temper the fund’s appeal. The main risk factor is the ETF’s concentrated exposure to the U.S. real estate sector, meaning its performance is closely tied to property market and interest rate conditions.
DFAR vs. SPDR S&P 500 ETF (SPY)
- AUM
- 1.75B
- Region
- North America
- Expense Ratio
- 0.19%
- Beta
- 0.44
- Issuer
- DFA
- Inception Date
- Feb 23, 2022
- Dividend Yield
- 3.42%
- Asset Class
- Equity
- Index Tracked
- No Underlying Index
DFAR Summary
Dimensional US Real Estate ETF (DFAR) is an exchange-traded fund that focuses on U.S. real estate companies rather than tracking a specific index. It invests in a wide mix of real estate businesses, including owners of shopping centers, warehouses, data centers, and rental housing. Well-known holdings include Prologis and Equinix, both major players in industrial and digital real estate. Investors might consider DFAR to add diversification and long-term growth potential tied to the real estate market. However, because it is heavily concentrated in real estate, its value can go up or down with changes in property prices, interest rates, and the broader market.
How much will it cost me?
This ETF has an expense ratio of 0.19%, which means you’ll pay about $1.90 per year for every $1,000 you invest. That’s slightly higher than the cheapest broad stock market index ETFs, but reasonable for a specialized, sector-focused fund that requires more active management of real estate holdings.
What would affect this ETF?
DFAR could benefit if U.S. economic growth, strong demand for commercial, residential, and industrial properties, and stable or falling interest rates support higher real estate values and rental income, especially for its major holdings in healthcare, data centers, towers, and retail properties. On the negative side, rising interest rates, a slowdown in the U.S. economy, pressure on office or retail real estate, or regulatory changes affecting property owners and real estate investment trusts could hurt the fund’s performance given its heavy concentration in the U.S. real estate sector.
DFAR Top 10 Holdings
DFAR is essentially a pure play on U.S. real estate, with performance driven by a mix of modern property themes and classic landlords. Data-center giants like Equinix and Digital Realty have been rising this year, giving the fund a tech-flavored boost, while American Tower’s steady climb adds telecom infrastructure strength. On the flip side, industrial leader Prologis and retail-focused names like Realty Income and Simon Property have been lagging lately, acting as a bit of a weight. Overall, it’s a U.S.-centric real estate story, tilted toward infrastructure and income-oriented REITs.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 WELL | Welltower | 7.64% | $568.16M | $172.10B | 29.70% | 77Outperform |
 PLD | Prologis | 6.45% | $480.17M | $124.09B | 3.02% | 76Outperform |
 EQIX | Equinix | 4.88% | $362.94M | $100.34B | 21.67% | 73Outperform |
 SPG | Simon Property | 4.70% | $349.93M | $70.46B | 25.61% | 70Outperform |
 DLR | Digital Realty | 4.35% | $323.47M | $67.04B | 5.83% | 69Neutral |
 O | Realty Income | 4.26% | $316.73M | $53.87B | -1.69% | 70Outperform |
 AMT | American Tower | 4.22% | $313.81M | $87.09B | 4.64% | 71Outperform |
 PSA | Public Storage | 3.81% | $283.61M | $60.68B | 15.63% | 73Outperform |
 VTR | Ventas | 3.27% | $243.31M | $45.81B | 14.04% | 68Neutral |
 IRM | Iron Mountain | 2.65% | $197.46M | $34.70B | 15.05% | 55Neutral |
DFAR Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For DFAR, the sentiment is Positive. The current price of 25.41 is above the 20-day moving average (MA) of 24.71, above the 50-day MA of 24.99, and above the 200-day MA of 24.99, indicating a bullish trend. The MACD of 0.12 indicates Negative momentum. The RSI at 60.01 is Neutral, neither overbought nor oversold. The STOCH value of 73.15 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for DFAR.
DFAR Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| DFAR | $25.41 | $27.00(6.26% Upside) | $1.75B | 0.19% | 69Neutral |
 THRO | $43.05 | $53.93(25.27% Upside) | $7.49B | 0.57% | 74Outperform |
 JTEK | $93.95 | $124.86(32.90% Upside) | $4.56B | 0.65% | 68Neutral |
 PWRD | $97.59 | $130.78(34.01% Upside) | $1.46B | 0.75% | 68Neutral |
 CHPY | $56.71 | $85.32(50.45% Upside) | $1.35B | 1.03% | 70Outperform |
 UTES | $76.64 | $91.28(19.10% Upside) | $1.16B | 0.49% | 65Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| DFAR | Dimensional US Real Estate ETF | 25.41 | 2.91 | 12.92% | |
| THRO | Ishares U.S. Thematic Rotation Active Etf | 43.05 | 4.82 | 12.61% | |
| JTEK | JPMorgan U.S. Tech Leaders ETF | 93.95 | 0.39 | 0.42% | |
| PWRD | Tcw Transform Systems Etf | 97.59 | -2.07 | -2.08% | |
| CHPY | YieldMax Semiconductor Portfolio Option Income ETF | 56.71 | 19.04 | 50.54% | |
| UTES | Virtus Reaves Utilities ETF | 76.64 | -5.14 | -6.29% |
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.