Fund comparison · from official SEC filings
DFAR vs RWR: how much do they overlap?
Dimensional US Real Estate ETF and State Street(R) SPDR(R) Dow Jones(R) REIT ETF
vs
DFAR and RWR are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
DFAR
RWR
P
PLDPROLOGIS INC
6.58%
10.13%
W
WELLWELLTOWER INC
7.22%
9.92%
E
EQIXEQUINIX INC
5.20%
4.67%
D
DLRDIGITAL REALTY TRUST INC
4.47%
4.63%
S
SPGSIMON PROPERTY GROUP INC
4.42%
4.56%
O
OREALTY INCOME CORP
4.30%
4.38%
P
PSAPUBLIC STORAGE
3.59%
4.19%
V
VTRVENTAS INC
3.13%
4.13%
E
EXREXTRA SPACE STORAGE INC
2.26%
2.96%
A
AVBAVALONBAY COMMUNITIES INC
1.92%
2.46%
E
EQREQUITY RESIDENTIAL
1.76%
2.16%
E
ESSESSEX PROPERTY TRUST INC
1.27%
1.66%
K
KIMKIMCO REALTY CORP
1.20%
1.61%
W
WPCWP CAREY INC
1.23%
1.58%
S
SUISUN COMMUNITIES INC
1.18%
1.56%
M
MAAMID-AMERICA APARTMENT COMM
1.13%
1.52%
I
INVHINVITATION HOMES INC
1.20%
1.49%
O
OHIOMEGA HEALTHCARE INVESTORS
1.05%
1.38%
R
REGREGENCY CENTERS CORP
1.01%
1.32%
H
HSTHOST HOTELS & RESORTS INC
1.09%
1.30%
E
ELSEQUITY LIFESTYLE PROPERTIES
0.87%
1.29%
D
DOCHEALTHPEAK PROPERTIES INC
0.85%
1.21%
U
UDRUDR INC
0.84%
1.08%
C
CPTCAMDEN PROPERTY TRUST
0.82%
1.07%
E
EGPEASTGROUP PROPERTIES INC
0.81%
1.05%
Only in DFAR
A
AMTAMERICAN TOWER CORP
4.21%
?
—DIMENSIONAL FUND ADVISORS LP
3.97%
C
CCICROWN CASTLE INC
2.90%
I
IRMIRON MOUNTAIN INC
2.81%
V
VICIVICI PROPERTIES INC
2.34%
S
SBACSBA COMMUNICATIONS CORP
1.73%
G
GLPIGAMING AND LEISURE PROPERTIE
1.03%
L
LAMRLAMAR ADVERTISING CO-A
0.90%
S
SBRASABRA HEALTH CARE REIT INC
0.39%
O
OUTOUTFRONT MEDIA INC
0.36%
L
LINELINEAGE INC
0.19%
I
IVTINVENTRUST PROPERTIES CORP
0.19%
L
LTCLTC PROPERTIES INC
0.14%
?
—Sila Realty Trust, Inc.
0.12%
W
WSRWHITESTONE REIT
0.07%
C
CTOCTO REALTY GROWTH INC
0.05%
A
ALXALEXANDER'S INC
0.04%
P
PSTLPOSTAL REALTY TRUST INC- A
0.04%
B
BFSSAUL CENTERS INC
0.03%
I
ILPTINDUSTRIAL LOGISTICS PROPERT
0.03%
C
CLDTCHATHAM LODGING TRUST
0.03%
O
OLPONE LIBERTY PROPERTIES INC
0.03%
P
PINEALPINE INCOME PROPERTY TRUST
0.02%
?
—Veris Residential, Inc.
0.02%
A
AIVAPARTMENT INVT & MGMT CO -A
0.02%
Only in RWR
G
GVMXXSTATE ST INST US GOV MM-PREM
1.01%
S
SMASMARTSTOP SELF STORAGE REIT
0.18%
?
—Veris Residential Inc
0.16%
?
—Sila Realty Trust Inc
0.14%
S
SITCSITE CENTERS CORP
0.03%
F
FRMIFERMI INC
0.02%
?
—Chicago Board of Trade
-0.02%
Hold DFAR and RWR together? See your combined true holdings, overlap, and blended fees — free, no signup.
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DFAR vs FRELFidelity MSCI Real Estate Index ETF
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.