Fund comparison · from official SEC filings
DFAR vs DFREX: how much do they overlap?
Dimensional US Real Estate ETF and DFA REAL ESTATE SECURITIES PORTFOLIO
vs
DFAR and DFREX are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
DFAR
DFREX
W
WELLWELLTOWER INC
7.22%
6.89%
P
PLDPROLOGIS INC
6.58%
6.41%
E
EQIXEQUINIX INC
5.20%
4.97%
D
DLRDIGITAL REALTY TRUST INC
4.47%
4.05%
S
SPGSIMON PROPERTY GROUP INC
4.42%
4.27%
O
OREALTY INCOME CORP
4.30%
4.06%
A
AMTAMERICAN TOWER CORP
4.21%
4.07%
P
PSAPUBLIC STORAGE
3.59%
3.40%
V
VTRVENTAS INC
3.13%
3.00%
C
CCICROWN CASTLE INC
2.90%
2.74%
I
IRMIRON MOUNTAIN INC
2.81%
2.69%
V
VICIVICI PROPERTIES INC
2.34%
2.19%
E
EXREXTRA SPACE STORAGE INC
2.26%
2.14%
A
AVBAVALONBAY COMMUNITIES INC
1.92%
1.81%
E
EQREQUITY RESIDENTIAL
1.76%
1.63%
S
SBACSBA COMMUNICATIONS CORP
1.73%
1.70%
E
ESSESSEX PROPERTY TRUST INC
1.27%
1.21%
W
WPCWP CAREY INC
1.23%
1.18%
K
KIMKIMCO REALTY CORP
1.20%
1.15%
I
INVHINVITATION HOMES INC
1.20%
1.14%
S
SUISUN COMMUNITIES INC
1.18%
1.13%
M
MAAMID-AMERICA APARTMENT COMM
1.13%
1.02%
H
HSTHOST HOTELS & RESORTS INC
1.09%
1.04%
O
OHIOMEGA HEALTHCARE INVESTORS
1.05%
0.99%
G
GLPIGAMING AND LEISURE PROPERTIE
1.03%
0.99%
Only in DFAR
?
—DIMENSIONAL FUND ADVISORS LP
3.97%
?
—Sila Realty Trust, Inc.
0.12%
?
—Veris Residential, Inc.
0.02%
C
CMCTCREATIVE MEDIA & COMMUNITY T
0.00%
Only in DFREX
?
—Dimensional Holdings Inc.
4.23%
?
—The DFA Investment Trust Company
3.86%
G
GVMXXSTATE ST INST US GOV MM-PREM
0.93%
?
—Sila Realty Trust Inc
0.11%
?
—Chicago Mercantile Exchange
0.05%
?
—Veris Residential Inc
0.04%
B
BHMBLUEROCK HOMES TRUST INC
0.00%
A
AHTASHFORD HOSPITALITY TRUST
0.00%
Hold DFAR and DFREX together? See your combined true holdings, overlap, and blended fees — free, no signup.
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DFAR vs FRIFirst Trust S&P REIT Index Fund
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86% overlap
Data source: official SEC Form N-PORT filings from each fund. Fund holdings are disclosed quarterly and may reflect a 60-day reporting delay.
Informational and educational only — not investment advice.
Informational and educational only — not investment advice.