DFAR vs. AVRE ETF Comparison

Comparison of Dimensional US Real Estate ETF (DFAR) to Avantis Real Estate ETF (AVRE)

DFAR

Dimensional US Real Estate ETF

DFAR Description

Dimensional US Real Estate ETF is an exchange traded fund launched and managed by Dimensional Fund Advisors L.P. The fund invests in public equity markets of the United States. It invests in stocks of companies operating across real estate sectors. The fund invests in growth and value stocks of companies across diversified market capitalization. Dimensional US Real Estate ETF is domiciled in the United States.

Grade (RS Rating)

Last Trade

$25.20

Average Daily Volume

123,078

Number of Holdings ^*

130

* may have additional holdings in another (foreign) market

AVRE

Avantis Real Estate ETF

AVRE Description

Avantis Real Estate ETF is an exchange traded fund launched and managed by American Century Investment Management, Inc. The fund invests in the public equity markets across the globe. It invests in the stocks of companies operating across financials, diversified financials, mortgage real estate investment trusts, mortgage reits, real estate, equity real estate investment trusts sectors. The fund invests in growth and value stocks of companies across diversified market capitalizations. It benchmarks the performance of its portfolio against the S&P Global REIT Index. American Century ETF Trust - Avantis Real Estate ETF is domiciled in the United States.

Grade (RS Rating)

Last Trade

$45.07

Average Daily Volume

32,015

Number of Holdings ^*

71

* may have additional holdings in another (foreign) market

Performance

Period	DFAR	AVRE
30 Days	-0.71%	-1.88%
60 Days	-1.80%	-4.38%
90 Days	1.13%	-1.46%
12 Months	24.93%	18.24%

71 Overlapping Holdings

	Symbol	Grade	Weight in DFAR	Weight in AVRE	Overlap
	ADC	A	0.59%	0.41%	0.41%
	ALEX	B	0.01%	0.08%	0.01%
	AMH	C	0.92%	0.69%	0.69%
	AMT	C	6.81%	5.28%	5.28%
	APLE	B	0.27%	0.2%	0.2%
	ARE	F	1.23%	1.08%	1.08%
	AVB	B	2.43%	1.98%	1.98%
	BNL	D	0.24%	0.21%	0.21%
	CCI	C	3.37%	2.54%	2.54%
	CHCT	C	0.02%	0.03%	0.02%
	COLD	D	0.44%	0.36%	0.36%
	CPT	B	0.95%	0.75%	0.75%
	CTRE	C	0.37%	0.27%	0.27%
	CUBE	C	0.83%	0.62%	0.62%
	CUZ	B	0.36%	0.02%	0.02%
	DLR	B	4.5%	3.26%	3.26%
	DOC	C	1.1%	0.86%	0.86%
	DRH	B	0.14%	0.05%	0.05%
	EGP	D	0.63%	0.49%	0.49%
	ELME	D	0.1%	0.1%	0.1%
	ELS	C	0.96%	0.71%	0.71%
	EPRT	B	0.45%	0.39%	0.39%
	EQIX	A	6.39%	5.1%	5.1%
	EQR	C	1.94%	1.75%	1.75%
	ESS	B	1.46%	1.23%	1.23%
	EXR	C	2.6%	2.09%	2.09%
	FCPT	C	0.2%	0.12%	0.12%
	FR	D	0.52%	0.39%	0.39%
	FRT	B	0.62%	0.55%	0.55%
	GLPI	C	1.01%	0.75%	0.75%
	GTY	A	0.12%	0.09%	0.09%
	HST	C	0.91%	0.7%	0.7%
	IIPR	D	0.23%	0.21%	0.21%
	INVH	D	1.56%	1.12%	1.12%
	IRM	C	2.52%	1.94%	1.94%
	IRT	A	0.36%	0.23%	0.23%
	IVT	A	0.16%	0.12%	0.12%
	KIM	A	1.27%	0.95%	0.95%
	KRG	B	0.43%	0.34%	0.34%
	LAMR	C	0.85%	0.64%	0.64%
	LTC	B	0.13%	0.11%	0.11%
	LXP	D	0.2%	0.18%	0.18%
	MAA	B	1.37%	1.06%	1.06%
	NHI	D	0.26%	0.24%	0.24%
	NNN	C	0.58%	0.44%	0.44%
	NTST	C	0.09%	0.06%	0.06%
	O	C	3.67%	2.83%	2.83%
	OHI	C	0.76%	0.6%	0.6%
	PECO	A	0.36%	0.27%	0.27%
	PLD	F	7.8%	5.99%	5.99%
	PSA	C	3.96%	3.11%	3.11%
	PSTL	D	0.02%	0.01%	0.01%
	REG	A	0.95%	0.77%	0.77%
	REXR	F	0.71%	0.53%	0.53%
	RHP	B	0.47%	0.37%	0.37%
	SBAC	D	1.74%	1.3%	1.3%
	SBRA	C	0.32%	0.15%	0.15%
	SHO	D	0.15%	0.15%	0.15%
	SKT	A	0.31%	0.22%	0.22%
	SPG	A	4.39%	3.23%	3.23%
	STAG	D	0.49%	0.38%	0.38%
	SUI	C	1.16%	0.88%	0.88%
	TRNO	F	0.44%	0.32%	0.32%
	UDR	B	1.04%	0.85%	0.85%
	UHT	D	0.04%	0.0%	0.0%
	UMH	B	0.1%	0.09%	0.09%
	VICI	C	2.46%	1.9%	1.9%
	VTR	B	1.96%	1.63%	1.63%
	WELL	A	4.9%	4.8%	4.8%
	WPC	C	0.92%	0.6%	0.6%
	XHR	B	0.11%	0.05%	0.05%

DFAR Overweight 59 Positions Relative to AVRE

	Symbol	Grade	Weight
	BXP	C	0.88%
	BRX	A	0.66%
	VNO	C	0.49%
	SLG	B	0.38%
	KRC	B	0.32%
	MAC	B	0.32%
	EPR	C	0.26%
	CDP	C	0.26%
	HIW	C	0.25%
	NSA	C	0.23%
	AKR	B	0.22%
	PK	C	0.22%
	DEI	B	0.22%
	UE	B	0.21%
	MPW	F	0.19%
	OUT	A	0.18%
	ROIC	A	0.17%
	ESRT	C	0.12%
	GNL	F	0.11%
	PEB	D	0.11%
	RLJ	C	0.11%
	VRE	B	0.1%
	AAT	B	0.1%
	UNIT	B	0.1%
	PDM	D	0.09%
	DEA	D	0.09%
	JBGS	F	0.09%
	NXRT	B	0.08%
	AIV	C	0.08%
	CSR	B	0.08%
	EQC	B	0.07%
	PGRE	F	0.06%
	BDN	C	0.06%
	WSR	A	0.05%
	INN	D	0.05%
	GOOD	B	0.05%
	PLYM	F	0.05%
	ALX	D	0.04%
	BFS	C	0.04%
	GMRE	F	0.04%
	DHC	F	0.03%
	SILA	C	0.03%
	CBL	B	0.03%
	CLDT	B	0.03%
	SVC	F	0.03%
	OLP	B	0.03%
	CTO	B	0.03%
	ILPT	F	0.02%
	BRT	A	0.02%
	HPP	F	0.02%
	BHR	C	0.01%
	CIO	C	0.01%
	PINE	C	0.01%
	CMCT	F	0.0%
	SELF	B	0.0%
	CLPR	D	0.0%
	PKST	F	0.0%
	OPI	F	0.0%
	MDV	D	0.0%

DFAR Underweight 0 Positions Relative to AVRE

	Symbol	Grade	Weight

DFAR: Top Represented Industries & Keywords

Industries: REIT - Retail REIT - Diversified REIT - Office REIT - Industrial REIT - Residential REIT - Healthcare Facilities REIT - Hotel & Motel Telecom Services Business Services Real Estate - General

Keywords: Real Estate Investment Trust Real Estate Market S&P 500 Retail Properties Real Estate Properties Equity Global Management Equity Real Estate Investment Trust Shopping Mall Champion Reit Dream Office Real Estate Investment Trust Healthcare Facilities Industrial Properties Property Management Real Estate Investing Assisted Living David Sobelman Hotel Investment Trust Leasing Real Estate Investment

AVRE: Top Represented Industries & Keywords

Industries: REIT - Retail REIT - Residential REIT - Diversified REIT - Industrial REIT - Healthcare Facilities REIT - Hotel & Motel REIT - Office Telecom Services Business Services

Keywords: Real Estate Investment Trust S&P 500 Real Estate Market Retail Properties Equity Global Management Real Estate Properties Equity Real Estate Investment Trust Shopping Mall Assisted Living Property Management David Sobelman Dream Office Real Estate Investment Trust Industrial Properties Industrial Real Estate Mobile Home Real Estate Investing Real Estate Investment Sba Communications Communications Sites Distributed Antenna System