Fund comparison · from official SEC filings
DFAR vs ICRPX: how much do they overlap?
Dimensional US Real Estate ETF and VY Columbia Real Estate Portfolio
vs
DFAR and ICRPX are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
DFAR
ICRPX
W
WELLWELLTOWER INC
7.22%
11.84%
P
PLDPROLOGIS INC
6.58%
9.96%
E
EQIXEQUINIX INC
5.20%
9.37%
D
DLRDIGITAL REALTY TRUST INC
4.47%
3.38%
S
SPGSIMON PROPERTY GROUP INC
4.42%
3.82%
O
OREALTY INCOME CORP
4.30%
3.65%
P
PSAPUBLIC STORAGE
3.59%
2.40%
G
GLPIGAMING AND LEISURE PROPERTIE
1.03%
3.38%
V
VTRVENTAS INC
3.13%
3.18%
I
IRMIRON MOUNTAIN INC
2.81%
2.36%
E
EQREQUITY RESIDENTIAL
1.76%
2.59%
E
EXREXTRA SPACE STORAGE INC
2.26%
2.17%
E
ELSEQUITY LIFESTYLE PROPERTIES
0.87%
2.22%
A
ADCAGREE REALTY CORP
0.69%
1.96%
A
AVBAVALONBAY COMMUNITIES INC
1.92%
1.92%
I
INVHINVITATION HOMES INC
1.20%
1.89%
F
FRTFEDERAL REALTY INVS TRUST
0.68%
1.44%
E
EPRTESSENTIAL PROPERTIES REALTY
0.51%
1.38%
M
MACMACERICH CO/THE
0.42%
1.35%
E
ESSESSEX PROPERTY TRUST INC
1.27%
1.19%
I
IRTINDEPENDENCE REALTY TRUST IN
0.29%
1.20%
K
KIMKIMCO REALTY CORP
1.20%
1.16%
S
SUISUN COMMUNITIES INC
1.18%
0.73%
H
HSTHOST HOTELS & RESORTS INC
1.09%
1.16%
C
CTRECARETRUST REIT INC
0.66%
1.11%
Only in DFAR
A
AMTAMERICAN TOWER CORP
4.21%
?
—DIMENSIONAL FUND ADVISORS LP
3.97%
C
CCICROWN CASTLE INC
2.90%
V
VICIVICI PROPERTIES INC
2.34%
S
SBACSBA COMMUNICATIONS CORP
1.73%
W
WPCWP CAREY INC
1.23%
M
MAAMID-AMERICA APARTMENT COMM
1.13%
O
OHIOMEGA HEALTHCARE INVESTORS
1.05%
R
REGREGENCY CENTERS CORP
1.01%
U
UDRUDR INC
0.84%
A
AMHAMERICAN HOMES 4 RENT- A
0.75%
B
BRXBRIXMOR PROPERTY GROUP INC
0.69%
T
TRNOTERRENO REALTY CORP
0.52%
H
HRHEALTHCARE REALTY TRUST INC
0.46%
S
SBRASABRA HEALTH CARE REIT INC
0.39%
S
SKTTANGER INC
0.32%
E
EPREPR PROPERTIES
0.32%
C
CDPCOPT DEFENSE PROPERTIES
0.26%
K
KRCKILROY REALTY CORP
0.26%
U
UEURBAN EDGE PROPERTIES
0.21%
L
LINELINEAGE INC
0.19%
?
—Sila Realty Trust, Inc.
0.12%
U
UMHUMH PROPERTIES INC
0.09%
R
RLJRLJ LODGING TRUST
0.08%
P
PDMPIEDMONT REALTY TRUST INC
0.08%
Only in ICRPX
T
TFDXXBLCKRCK LIQ FDFND-INST
2.89%
S
SMASMARTSTOP SELF STORAGE REIT
1.02%
J
JANJANUS LIVING INC CL-A-1
0.61%
M
MRPMILLROSE PROPERTIES
0.34%
?
—Veris Residential Inc
0.11%
?
—Sila Realty Trust Inc
0.10%
S
SAFESAFEHOLD INC
0.06%
Hold DFAR and ICRPX 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.