DFAR vs. CRED ETF Comparison

Comparison of Dimensional US Real Estate ETF (DFAR) to Columbia Research Enhanced Real Estate ETF (CRED)

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

$25.19

Average Daily Volume

124,327

Number of Holdings ^*

130

* may have additional holdings in another (foreign) market

CRED

Columbia Research Enhanced Real Estate ETF

CRED Description

Columbia Research Enhanced Real Estate ETF (the Fund) seeks investment results that, before fees and expenses, closely correspond to the performance of the Beta Advantage® Lionstone Research Enhanced REIT Index (the Index). The Beta Advantage® Lionstone Research Enhanced REIT Index (the “Index”) aims to achieve stronger total return than the FTSE NAREIT All Equity REITs Index through a rules-based strategic beta approach. The Index methodology leverages proprietary research and insights from Lionstone Investments and Columbia Threadneedle Investments to score and weight each constituent within the FTSE NAREIT All Equity REITs Index on such factors as liquidity, income, geographic exposure, quality, value, catalyst and research rating.

Grade (RS Rating)

Last Trade

$23.63

Average Daily Volume

686

Number of Holdings ^*

70

* may have additional holdings in another (foreign) market

Performance

Period	DFAR	CRED
30 Days	-1.14%	-1.32%
60 Days	-2.33%	-1.75%
90 Days	1.78%	3.00%
12 Months	25.73%	25.86%

66 Overlapping Holdings

	Symbol	Grade	Weight in DFAR	Weight in CRED	Overlap
	AMH	D	0.92%	1.7%	0.92%
	AMT	D	6.81%	10.98%	6.81%
	APLE	B	0.27%	0.64%	0.27%
	AVB	B	2.43%	3.32%	2.43%
	BDN	C	0.06%	0.16%	0.06%
	BNL	D	0.24%	0.43%	0.24%
	BRX	A	0.66%	1.45%	0.66%
	BXP	D	0.88%	1.51%	0.88%
	CCI	D	3.37%	6.96%	3.37%
	CDP	C	0.26%	0.39%	0.26%
	CTRE	D	0.37%	0.73%	0.37%
	CUBE	D	0.83%	1.2%	0.83%
	CUZ	B	0.36%	0.83%	0.36%
	DEI	B	0.22%	0.33%	0.22%
	DLR	B	4.5%	6.22%	4.5%
	DOC	D	1.1%	2.75%	1.1%
	DRH	B	0.14%	0.19%	0.14%
	EPR	D	0.26%	0.77%	0.26%
	EPRT	B	0.45%	0.54%	0.45%
	EQIX	A	6.39%	7.18%	6.39%
	ESRT	C	0.12%	0.13%	0.12%
	FR	C	0.52%	0.92%	0.52%
	GLPI	C	1.01%	1.81%	1.01%
	GMRE	F	0.04%	0.11%	0.04%
	GNL	F	0.11%	0.31%	0.11%
	HIW	D	0.25%	0.78%	0.25%
	HPP	F	0.02%	0.07%	0.02%
	HST	C	0.91%	1.27%	0.91%
	ILPT	D	0.02%	0.02%	0.02%
	INN	D	0.05%	0.09%	0.05%
	INVH	D	1.56%	2.5%	1.56%
	IRM	D	2.52%	3.91%	2.52%
	JBGS	D	0.09%	0.18%	0.09%
	KRC	C	0.32%	0.87%	0.32%
	KRG	B	0.43%	1.01%	0.43%
	LAMR	D	0.85%	1.93%	0.85%
	LXP	D	0.2%	0.49%	0.2%
	MAA	B	1.37%	3.18%	1.37%
	MAC	B	0.32%	0.43%	0.32%
	MPW	F	0.19%	0.47%	0.19%
	NNN	D	0.58%	0.85%	0.58%
	NSA	D	0.23%	0.63%	0.23%
	O	D	3.67%	5.9%	3.67%
	OHI	C	0.76%	1.36%	0.76%
	OPI	F	0.0%	0.01%	0.0%
	OUT	A	0.18%	0.51%	0.18%
	PDM	D	0.09%	0.27%	0.09%
	PEB	D	0.11%	0.12%	0.11%
	PECO	A	0.36%	0.61%	0.36%
	PGRE	F	0.06%	0.08%	0.06%
	PK	B	0.22%	0.4%	0.22%
	RHP	B	0.47%	0.85%	0.47%
	RLJ	C	0.11%	0.19%	0.11%
	SBAC	D	1.74%	2.68%	1.74%
	SBRA	C	0.32%	0.76%	0.32%
	SHO	C	0.15%	0.17%	0.15%
	SKT	B	0.31%	0.39%	0.31%
	SPG	B	4.39%	7.67%	4.39%
	STAG	F	0.49%	0.96%	0.49%
	SUI	D	1.16%	1.31%	1.16%
	UE	C	0.21%	0.28%	0.21%
	UMH	C	0.1%	0.14%	0.1%
	UNIT	B	0.1%	0.22%	0.1%
	VNO	B	0.49%	0.64%	0.49%
	WSR	A	0.05%	0.12%	0.05%
	XHR	B	0.11%	0.2%	0.11%

DFAR Overweight 64 Positions Relative to CRED

	Symbol	Grade	Weight
	PLD	D	7.8%
	WELL	A	4.9%
	PSA	D	3.96%
	EXR	D	2.6%
	VICI	C	2.46%
	VTR	C	1.96%
	EQR	B	1.94%
	ESS	B	1.46%
	KIM	A	1.27%
	ARE	D	1.23%
	UDR	B	1.04%
	ELS	C	0.96%
	CPT	B	0.95%
	REG	B	0.95%
	WPC	D	0.92%
	REXR	F	0.71%
	EGP	F	0.63%
	FRT	B	0.62%
	ADC	B	0.59%
	COLD	D	0.44%
	TRNO	F	0.44%
	SLG	B	0.38%
	IRT	A	0.36%
	NHI	D	0.26%
	IIPR	D	0.23%
	AKR	B	0.22%
	FCPT	C	0.2%
	ROIC	A	0.17%
	IVT	B	0.16%
	LTC	B	0.13%
	GTY	B	0.12%
	VRE	B	0.1%
	AAT	B	0.1%
	ELME	D	0.1%
	DEA	D	0.09%
	NTST	D	0.09%
	NXRT	B	0.08%
	AIV	C	0.08%
	CSR	B	0.08%
	EQC	B	0.07%
	GOOD	B	0.05%
	PLYM	F	0.05%
	ALX	D	0.04%
	BFS	C	0.04%
	UHT	D	0.04%
	DHC	F	0.03%
	SILA	C	0.03%
	CBL	A	0.03%
	CLDT	B	0.03%
	SVC	F	0.03%
	OLP	B	0.03%
	CTO	B	0.03%
	BRT	B	0.02%
	CHCT	C	0.02%
	PSTL	D	0.02%
	BHR	B	0.01%
	CIO	D	0.01%
	ALEX	C	0.01%
	PINE	C	0.01%
	CMCT	F	0.0%
	SELF	C	0.0%
	CLPR	D	0.0%
	PKST	D	0.0%
	MDV	D	0.0%

DFAR Underweight 4 Positions Relative to CRED

	Symbol	Grade	Weight
	WY	D	-2.39%
	RYN	D	-0.51%
	PCH	D	-0.36%
	AHH	D	-0.17%

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

CRED: Top Represented Industries & Keywords

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

Keywords: Real Estate Investment Trust Real Estate Market S&P 500 Retail Properties Shopping Mall Equity Global Management Real Estate Properties Equity Real Estate Investment Trust Healthcare Facilities Hotel Information And Communications Technology Sba Communications Timberland Tourism Wireless Communication Wood Products Advertising Advertising Space Assisted Living Billboard