Dimensional - US Real Estate ETF·Financial Services

After a solid January performance, the REIT sector recovery gained steam in February with a stronger +3.70% return. Large cap REITs (+5.80%) led the REIT sector in February with strong gains from mid caps (+5.26%) and small caps (+4.94%). Micro caps (-6.12%) badly underperformed again in February. 71.71% of REIT securities had a positive total return in February.

Aprio Wealth Management LLC decreased its position in Dimensional US Real Estate ETF (NYSEARCA:DFAR) by 79.2% during the undefined quarter, according to its most recent disclosure with the SEC. The fund owned 143,207 shares of the company's stock after selling 546,577 shares during the period. Aprio Wealth Management LLC owned about 0.24%

The REIT sector rebounded from a rough 2025 (-3.57%) by starting off 2026 in the black (+1.09%). Small-cap REITs (+3.27%) outperformed in January, followed by solid gains from mid-caps (+2.65%) and large caps (+2.35%). Microcaps, however, had a dismal start to the year with. 63.46% of REIT securities had a positive total return in January.

Elwood and Goetz Wealth Advisory Group LLC increased its holdings in Dimensional US Real Estate ETF (NYSEARCA:DFAR) by 6.0% during the undefined quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 2,198,522 shares of the company's stock after purchasing an additional 125,155

The REIT sector closed out 2025 with a tough December (-1.48%) and finishing the year with a -3.57% total return for 2025. Small caps (+0.51%) eked out a small gain in December, while mid caps (-1.77%), large caps (-2.55%) and micro caps (-3.88%) fell at the close of the year. 42.04% of REIT securities had a positive total return in December with only 38.36% in the black for the full year.
The portfolio, using a market capitalization weighted approach, will concentrate investments in readily marketable equity securities of companies whose principal activities include ownership, management, development, construction, or sale of residential, commercial or industrial real estate. The Portfolio will principally invest in equity securities of companies in certain REITs and companies engaged in residential construction and firms, except partnerships, whose principal business is to develop commercial property.
Financial Services
Asset Management
2022-02-24
1.06
Market Peers





