Dimensional US Real Estate ETF
Shareclass
Dimensional US Real Estate ETF (DFAR)
Type
Exchange-traded fund
Manager
Gender equality score
52
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: Sector Equity Funds
Ranking: 370 out of 867 funds
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Groups
Categories
Gender balance in leadership and workforce
27/40
Equal compensation and work life balance
7/30
Policies promoting gender equality
18/20
Commitment, transparency, and accountability
0/10
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Dimensional US Real Estate ETF DFAR
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Welltower Inc4.71% of assets$61.28M invested
- 2. VICI Properties Inc Ordinary Shares2.68% of assets$34.83M invested
- 3. Ventas Inc2.33% of assets$30.31M invested
- 4. Omega Healthcare Investors Inc0.84% of assets$10.88M invested
- 5. Sabra Health Care REIT Inc0.34% of assets$4.39M invested
- 6. American Tower Corp7.74% of assets$100.71M invested
- 7. Essex Property Trust Inc1.56% of assets$20.32M invested
- 8. AvalonBay Communities Inc2.41% of assets$31.34M invested
- 9. Equinix Inc6.07% of assets$79.02M invested
- 10. Essential Properties Realty Trust Inc0.5% of assets$6.53M invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Stag Industrial Inc0.53% of assets$6.88M invested
- 2. Lamar Advertising Co Class A0.79% of assets$10.32M invested
- 3. COPT Defense Properties0.25% of assets$3.2M invested
- 4. Highwoods Properties Inc0.25% of assets$3.31M invested
- 5. Apple Hospitality REIT Inc0.24% of assets$3.06M invested
- 6. Urban Edge Properties0.19% of assets$2.47M invested
- 7. National Health Investors Inc0.27% of assets$3.47M invested
- 8. Americold Realty Trust Inc0.43% of assets$5.55M invested
- 9. Outfront Media Inc0.16% of assets$2.14M invested
- 10. Innovative Industrial Properties Inc0.12% of assets$1.55M invested
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Financial performance
Performance data provided by
Find more financial data on DFAR at Morningstar.com
Find more financial data on DFAR at Morningstar.comGender Equality and Returns
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
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