(DFAR) Dimensional Trust - Ratings and Ratios
Exchange: NYSE ARCA • Country: USA • Currency: USD • Type: Etf • ISIN: US25434V8239 • Real Estate
DFAR: Real Estate, REITs, Construction, Property, Development
The Dimensional ETF Trust, listed on NYSE ARCA under the ticker DFAR, employs a market capitalization weighted approach to construct its portfolio. This means that the fund will allocate its investments based on the market capitalization of the companies it invests in, with larger companies receiving a greater proportion of the portfolio's assets. The portfolio will primarily consist of readily marketable equity securities of companies that operate in the real estate sector, including those involved in the ownership, management, development, construction, or sale of residential, commercial, or industrial properties.
The fund's investment universe will include certain Real Estate Investment Trusts (REITs) and companies engaged in residential construction, as well as firms that develop commercial properties. It's worth noting that the portfolio will focus on companies whose principal business is in real estate, excluding partnerships. By concentrating on these types of companies, the fund aims to provide investors with exposure to the real estate sector while minimizing investments in unrelated industries. The fund's ISIN is US25434V8239, and it is classified as a real estate ETF, providing investors with a targeted way to gain exposure to the real estate market.
As a real estate ETF, the Dimensional ETF Trust offers investors a diversified portfolio of real estate-related securities, which can help to reduce risk and increase potential returns. The fund's market capitalization weighted approach also helps to ensure that the portfolio is aligned with the broader market, providing investors with a representative sample of the real estate sector. With its focus on readily marketable equity securities and its exclusion of partnerships, the fund is designed to provide investors with a liquid and transparent way to invest in the real estate market.
Additional Sources for DFAR ETF
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
DFAR ETF Overview
Market Cap in USD | 1,183m |
Category | Real Estate |
TER | 0.19% |
IPO / Inception | 2022-02-23 |
DFAR ETF Ratings
Growth 5y | 15.0% |
Fundamental | - |
Dividend | 59.4% |
Rel. Strength Industry | -16.1 |
Analysts | - |
Fair Price Momentum | 21.84 USD |
Fair Price DCF | - |
DFAR Dividends
Dividend Yield 12m | 2.89% |
Yield on Cost 5y | 2.90% |
Annual Growth 5y | 23.30% |
Payout Consistency | 98.0% |
DFAR Growth Ratios
Growth Correlation 3m | -75.8% |
Growth Correlation 12m | 76% |
Growth Correlation 5y | 18.4% |
CAGR 5y | 0.04% |
CAGR/Mean DD 5y | 0.00 |
Sharpe Ratio 12m | 0.32 |
Alpha | -16.19 |
Beta | 0.91 |
Volatility | 21.04% |
Current Volume | 442k |
Average Volume 20d | 240.6k |
As of January 23, 2025, the stock is trading at USD 23.26 with a total of 441,970 shares traded.
Over the past week, the price has changed by +1.75%, over one month by +0.52%, over three months by -6.37% and over the past year by +7.91%.
Neither. Based on ValueRay Analyses, Dimensional Trust is currently (January 2025) neither a good nor a bad stock to buy. It has a ValueRay Growth Rating of 15.01 and therefor a technical neutral rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of DFAR as of January 2025 is 21.84. This means that DFAR is currently overvalued and has a potential downside of -6.1%.
Dimensional Trust has no consensus analysts rating.
According to ValueRays Forecast Model, DFAR Dimensional Trust will be worth about 24.2 in January 2026. The stock is currently trading at 23.26. This means that the stock has a potential upside of +4.08%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 24.2 | 4.1% |