Fund comparison · from official SEC filings
DFAR vs ERET: how much do they overlap?
Dimensional US Real Estate ETF and iShares Environmentally Aware Real Estate ETF
vs
DFAR and ERET are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
DFAR
ERET
W
WELLWELLTOWER INC
7.22%
6.44%
P
PLDPROLOGIS INC
6.58%
5.72%
E
EQIXEQUINIX INC
5.20%
4.52%
O
OREALTY INCOME CORP
4.30%
4.96%
D
DLRDIGITAL REALTY TRUST INC
4.47%
2.67%
S
SPGSIMON PROPERTY GROUP INC
4.42%
3.26%
P
PSAPUBLIC STORAGE
3.59%
2.53%
V
VTRVENTAS INC
3.13%
1.71%
I
IRMIRON MOUNTAIN INC
2.81%
1.36%
V
VICIVICI PROPERTIES INC
2.34%
1.24%
E
EXREXTRA SPACE STORAGE INC
2.26%
1.53%
A
AVBAVALONBAY COMMUNITIES INC
1.92%
1.33%
E
EQREQUITY RESIDENTIAL
1.76%
1.28%
E
ESSESSEX PROPERTY TRUST INC
1.27%
0.83%
W
WPCWP CAREY INC
1.23%
0.72%
K
KIMKIMCO REALTY CORP
1.20%
0.69%
I
INVHINVITATION HOMES INC
1.20%
0.83%
S
SUISUN COMMUNITIES INC
1.18%
0.79%
M
MAAMID-AMERICA APARTMENT COMM
1.13%
0.72%
H
HSTHOST HOTELS & RESORTS INC
1.09%
0.79%
O
OHIOMEGA HEALTHCARE INVESTORS
1.05%
0.59%
G
GLPIGAMING AND LEISURE PROPERTIE
1.03%
0.49%
R
REGREGENCY CENTERS CORP
1.01%
0.58%
E
ELSEQUITY LIFESTYLE PROPERTIES
0.87%
0.61%
D
DOCHEALTHPEAK PROPERTIES INC
0.85%
0.53%
Only in DFAR
A
AMTAMERICAN TOWER CORP
4.21%
?
—DIMENSIONAL FUND ADVISORS LP
3.97%
C
CCICROWN CASTLE INC
2.90%
S
SBACSBA COMMUNICATIONS CORP
1.73%
L
LAMRLAMAR ADVERTISING CO-A
0.90%
O
OUTOUTFRONT MEDIA INC
0.36%
D
DHCDIVERSIFIED HEALTHCARE TRUST
0.10%
W
WSRWHITESTONE REIT
0.07%
C
CBLCBL & ASSOCIATES PROPERTIES
0.05%
C
CTOCTO REALTY GROWTH INC
0.05%
G
GOODGLADSTONE COMMERCIAL CORP
0.04%
A
ALXALEXANDER'S INC
0.04%
P
PSTLPOSTAL REALTY TRUST INC- A
0.04%
U
UHTUNIVERSAL HEALTH RLTY INCOME
0.04%
I
INNSUMMIT HOTEL PROPERTIES INC
0.04%
C
CHCTCOMMUNITY HEALTHCARE TRUST I
0.04%
B
BFSSAUL CENTERS INC
0.03%
X
XRNCHIRON REAL ESTATE INC
0.03%
I
ILPTINDUSTRIAL LOGISTICS PROPERT
0.03%
C
CLDTCHATHAM LODGING TRUST
0.03%
O
OLPONE LIBERTY PROPERTIES INC
0.03%
H
HPPHUDSON PACIFIC PROPERTIES IN
0.02%
P
PINEALPINE INCOME PROPERTY TRUST
0.02%
A
AIVAPARTMENT INVT & MGMT CO -A
0.02%
B
BDNBRANDYWINE REALTY TRUST
0.01%
Only in ERET
G
GMGSFGOODMAN GROUP
1.87%
M
MITEFMITSUBISHI ESTATE CO LTD
1.79%
M
MTSFFMITSUI FUDOSAN CO LTD
1.53%
S
SUHJFSUN HUNG KAI PROPERTIES
1.15%
S
SURDFSUMITOMO REALTY & DEVELOPMEN
0.99%
V
VNNVFVONOVIA SE
0.96%
S
SWPRFSWISS PRIME SITE-REG
0.89%
B
BISXXBCF INSTITUTIONAL-SL AGNCY
0.72%
U
UNBLFUNIBAIL-RODAMCO-WESTFIELD
0.68%
S
STGPFSCENTRE GROUP
0.67%
L
LKREFLINK REIT
0.65%
S
SEGXFSEGRO PLC
0.63%
N
NBFJFNIPPON BUILDING FUND INC
0.56%
C
CPAMFCAPITALAND INTEGRATED COMMER
0.55%
X
XTSLABLCKRCK CASH-TRSRY-SL AGNCY
0.50%
K
KLPEFKLEPIERRE
0.47%
P
PSPSFPSP SWISS PROPERTY AG-REG
0.40%
W
WRFRFWHARF REAL ESTATE INVESTMENT
0.40%
H
HKHGFHONGKONG LAND HOLDINGS LTD
0.39%
J
JRFIFJAPAN METROPOLITAN FUND INVE
0.36%
M
MRPRFMERLIN PROPERTIES SOCIMI SA
0.36%
C
CNRAFVICINITY CENTRES
0.36%
J
JREIFJAPAN REAL ESTATE INVESTMENT
0.35%
A
AZRGFAZRIELI GROUP LTD
0.35%
B
BRLAFBRITISH LAND CO PLC
0.34%
Hold DFAR and ERET together? See your combined true holdings, overlap, and blended fees — free, no signup.
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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.