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Dimensional US Real Estate ETF (DFAR)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ETF Info

ISIN

US25434V8239

Inception Date

Feb 23, 2022

Region

North America (U.S.)

Category

REIT

Leveraged

1x

Index Tracked

No Index (Active)

Asset Class

Real Estate

Asset Class Size

Mid-Cap

Asset Class Style

Blend

Expense Ratio

DFAR has an expense ratio of 0.19%, which is considered low.


Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart


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Returns By Period

Dimensional US Real Estate ETF (DFAR) returned 1.28% year-to-date (YTD) and 12.10% over the past 12 months.


DFAR

YTD

1.28%

1M

6.27%

6M

-4.79%

1Y

12.10%

5Y*

N/A

10Y*

N/A

^GSPC (Benchmark)

YTD

-3.77%

1M

3.72%

6M

-5.60%

1Y

8.55%

5Y*

14.11%

10Y*

10.45%

*Annualized

Monthly Returns

The table below presents the monthly returns of DFAR, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20250.73%4.05%-2.47%-1.98%1.07%1.28%
2024-4.84%1.76%1.70%-7.69%5.23%2.38%6.97%5.92%2.98%-3.55%3.68%-7.90%5.25%
202310.07%-5.88%-1.74%0.37%-4.22%4.95%1.95%-3.28%-7.05%-2.87%11.71%8.71%11.04%
20220.68%7.36%-4.13%-4.50%-6.77%8.48%-5.86%-12.55%3.16%6.13%-4.98%-14.30%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of DFAR is 70, indicating average performance compared to other ETFs on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of DFAR is 7070
Overall Rank
The Sharpe Ratio Rank of DFAR is 7171
Sharpe Ratio Rank
The Sortino Ratio Rank of DFAR is 7373
Sortino Ratio Rank
The Omega Ratio Rank of DFAR is 7070
Omega Ratio Rank
The Calmar Ratio Rank of DFAR is 6969
Calmar Ratio Rank
The Martin Ratio Rank of DFAR is 6767
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Dimensional US Real Estate ETF (DFAR) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

Dimensional US Real Estate ETF Sharpe ratios as of May 10, 2025 (values are recalculated daily):

  • 1-Year: 0.69
  • All Time: 0.02

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of Dimensional US Real Estate ETF compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time. For deeper analysis or to customize the calculation, use the Sharpe ratio tool.


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Dividends

Dividend History

Dimensional US Real Estate ETF provided a 2.83% dividend yield over the last twelve months, with an annual payout of $0.67 per share.


1.80%2.00%2.20%2.40%2.60%2.80%3.00%$0.00$0.10$0.20$0.30$0.40$0.50$0.60$0.70202220232024
Dividends
Dividend Yield
PeriodTTM202420232022
Dividend$0.67$0.67$0.70$0.36

Dividend yield

2.83%2.89%3.06%1.70%

Monthly Dividends

The table displays the monthly dividend distributions for Dimensional US Real Estate ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$0.02$0.00$0.00$0.02
2024$0.00$0.00$0.02$0.00$0.00$0.15$0.00$0.00$0.15$0.00$0.00$0.36$0.67
2023$0.00$0.00$0.04$0.00$0.00$0.16$0.00$0.00$0.22$0.00$0.00$0.28$0.70
2022$0.01$0.00$0.00$0.03$0.00$0.00$0.09$0.00$0.00$0.24$0.36

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Dimensional US Real Estate ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Dimensional US Real Estate ETF was 32.27%, occurring on Oct 25, 2023. The portfolio has not yet recovered.

The current Dimensional US Real Estate ETF drawdown is 9.90%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-32.27%Apr 21, 2022381Oct 25, 2023
-2.33%Mar 7, 20226Mar 14, 20223Mar 17, 20229
-2.14%Apr 7, 20227Apr 18, 20222Apr 20, 20229
-2.01%Feb 28, 20222Mar 1, 20222Mar 3, 20224
-1.7%Mar 30, 20222Mar 31, 20221Apr 1, 20223

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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