DFAR vs IYR overlap - what they share and where they differ
DFAR and IYR share 83.3% of their weight across 50 common positions, read from what each fund reported to the SEC.
Each week Ploutos reads the reported positions of the largest US equity ETFs and measures, pair by pair, the weight they share: for every stock both funds hold, the smaller of the two weights counts. Two funds tracking the same index land near 100%. A sector fund inside a broad index fund lands at roughly that sector's weight.
DFAR and IYR
83.3%
50 shared positions
DFAR
Dimensional US Real Estate ETF
Reported positions cover 100% of the fund, 124 positions · Apr 30, 2026
Top 10: 47.8%·Holdings of DFAR
IYR
iShares U.S. Real Estate ETF
Reported positions cover 99% of the fund, 60 positions · Jun 30, 2026
Top 10: 51.2%·Holdings of IYR
Reported positions cover DFAR 100%, IYR 99% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.
IYR vs DFAR side by side
DFARDimensional US Real Estate ETF
124
stock positions reported to the SEC
12.0% of its weight is in 74 names IYR does not hold
IYRiShares U.S. Real Estate ETF
60
stock positions reported to the SEC
9.9% of its weight is in 10 names DFAR does not hold
Where each fund's weight sits
Largest sectors for both funds
The widest gap is Technology: IYR has 1.3 points more of it.
The figures side by side
| DFAR | IYR | |
|---|---|---|
| Filing date | Apr 30, 2026 | Jun 30, 2026 |
| Stock positions reported | 124 | 60 |
| Weight of the ten largest | 47.8% | 51.2% |
| Largest position | WELL 7.5% | WELL 10.8% |
| Held alone | 74 positions, 12.0% | 10 positions, 9.9% |
| Covered by stock positions | 100% | 99% |
Holdings they share
| Stock | In DFAR | In IYR | Counted |
|---|---|---|---|
| WELLWELLTOWER INC. | 7.50% | 10.82% | 7.50% |
| PLDPROLOGIS, INC. | 6.84% | 8.72% | 6.84% |
| SPGSIMON PROPERTY GROUP, INC. | 4.59% | 4.77% | 4.59% |
| EQIXEQUINIX, INC. | 5.41% | 4.55% | 4.55% |
| DLRDIGITAL REALTY TRUST, INC. | 4.64% | 4.38% | 4.38% |
| OREALTY INCOME CORPORATION | 4.47% | 4.27% | 4.27% |
| AMTAMERICAN TOWER CORPORATION | 4.38% | 3.85% | 3.85% |
| PSAPUBLIC STORAGE. | 3.73% | 3.72% | 3.72% |
| VTRVENTAS, INC. | 3.25% | 3.19% | 3.19% |
| IRMIRON MOUNTAIN INCORPORATED | 2.92% | 2.78% | 2.78% |
What each holds alone
The heaviest positions one fund reports and the other does not.
Only in DFAR
Only in IYR
Questions people ask
Is DFAR the same as IYR?
83.3% of their weight sits in the same 50 holdings. DFAR also reports AHR, CTRE, TRNO, which the other does not. IYR also reports CBRE, WY, NLY, which the other does not.
How is the overlap between DFAR and IYR measured?
For every stock both funds report, the smaller of the two weights counts, and the sum is the overlap. The reported positions cover 100% of DFAR and 99% of IYR, so the number cannot exceed the smaller coverage.
Which holds more, IYR or DFAR?
DFAR reports 124 stock positions and IYR reports 60. 12.0% of DFAR's weight sits in names IYR does not hold, and 9.9% of IYR's weight in names DFAR does not hold. The ten largest positions are 47.8% of DFAR and 51.2% of IYR.
How do DFAR and IYR differ by sector?
The widest gap is Technology: IYR has 1.3 points more of it. Sectors come from each holding's SIC code in its SEC record, summed by the weight the fund reports.
Where do the numbers come from?
From each fund's own N-PORT filing to the SEC, which lists every position and its weight. The comparison uses every equity position the fund reports; cash, futures and bonds are not counted, which is why a coverage figure sits next to every result. Holdings change between filings.
Other pairs with these funds
DFAR against other funds in the table
IYR against other funds in the table
Add a third fund in the tool·All fund pairs
Descriptive data from public SEC filings. Nothing on this page is a recommendation to buy, sell or hold any fund or stock, and holdings change between filings.