Key stats
About Dimensional US Real Estate ETF
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Inception date
Feb 23, 2022
Structure
Open-Ended Fund
Dividend treatment
Distributes
Distribution tax treatment
Ordinary income
Income tax type
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Primary advisor
Dimensional Fund Advisors LP
Distributor
DFA Securities LLC
DFAR provides active management to investing in broad US real estate companies. Portfolio managers evaluate companies involved in the ownership, management, development, construction, or sale of residential, commercial, or industrial real estate. A company must generate at least 50% of their revenue or have 50% of the value of their assets, invested in one of these areas. The portfolio will also hold real estate investment trusts (REITs) or like entities. Partnerships involved in commercial property development are excluded. Securities selected are evaluated based on several factors, such as free float, stock momentum, liquidity, size, relative price, profitability, and costs. Once selected for the portfolio, holdings are market-cap weighted. Due to the active management, the fund may have a higher portfolio turnover than index funds for this space. Derivatives may be used to leverage exposure or manage cash. Lending of portfolio securities is permitted to generate additional income.
Classification
What's in the fund
Exposure type
Finance
Stock breakdown by region
Top 10 holdings
Summarizing what the indicators are suggesting.
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Displays a symbol's price movements over previous years to identify recurring trends.