# Portfolio overlap — SWASX vs DFAR

Comparing **Schwab Global Real Estate Fund** (2026-02-28) and **Dimensional US Real Estate ETF** (2026-04-30).

- Shared positions: 37
- Schwab Global Real Estate Fund covered by Dimensional US Real Estate ETF: 0.4144797012713442901629899286
- Dimensional US Real Estate ETF covered by Schwab Global Real Estate Fund: 0.4144797012713442901629899285

## Schwab Global Real Estate Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| WELLTOWER INC | 0.053058 | ✓ |
| EQUINIX INC | 0.048181 | ✓ |
| PROLOGIS INC REIT | 0.045685 | ✓ |
| PUBLIC STORAGE | 0.031482 | ✓ |
| VICI PROPERTIES | 0.027635 | ✓ |
| SUN COMMUNITIES INC - REIT | 0.026408 | ✓ |
| SIMON PROPERTY | 0.025228 | ✓ |
| OMEGA HEALTHCARE INVESTORS INC | 0.023815 | ✓ |
| EASTGROUP PROP | 0.022685 | ✓ |
| VENTAS INC REIT | 0.022230 | ✓ |
| FIRST INDUSTRIAL REALTY TRUST | 0.021339 | ✓ |
| BRIXMOR PROPERTY | 0.020822 | ✓ |
| DIAMONDROCK HOSPITALITY CO | 0.020540 | ✓ |
| EPR PROPERTIES | 0.019514 | ✓ |
| SEKISUI HOUSE RE | 0.019035 |  |
| MITSUI FUDOSAN | 0.018650 |  |
| ESSEX PROPERTY TRUST INC | 0.017850 | ✓ |
| COVIVIO | 0.017754 |  |
| LONDONMETRIC PRO | 0.014993 |  |
| WHARF REAL ESTAT | 0.014697 |  |
| INVITATION HOMES INC | 0.014595 | ✓ |
| CAPITALAND ASCEN | 0.014554 |  |
| HULIC CO LTD | 0.013695 |  |
| VORNADO RLTY TST | 0.013604 | ✓ |
| EMAAR DEVELOPMENT PJSC COMMON STOCK AED1.0 | 0.013431 |  |
| LAMAR ADVERTISING CO CL A | 0.013214 | ✓ |
| UOL GROUP LTD | 0.013092 |  |
| CHARTER HALL GRO | 0.013039 |  |
| EMAAR PROP PJSC | 0.013033 |  |
| GAMING AND LEISURE PROPRTI INC | 0.012040 | ✓ |
| NIPPON REIT INVE | 0.011875 |  |
| SCENTRE GROUP | 0.011604 |  |
| IRON MOUNTAIN INC | 0.011013 | ✓ |
| BRIT LAND CO PLC | 0.010430 |  |
| DAIWA HOUSE INDU | 0.009724 |  |
| DIGITAL REALTY TRUST INC | 0.009493 | ✓ |
| SWIREPROPERTIES | 0.009057 |  |
| GPT GROUP | 0.009022 |  |
| KERRY PPT | 0.008998 |  |
| SHK PPT | 0.008853 |  |
| BOARDWALK REAL E | 0.008744 |  |
| VICINITY CENTRES | 0.008635 |  |
| SUNWAY REAL ESTA | 0.008537 |  |
| CARMILA | 0.008243 |  |
| Glenveagh Properties plc (London) | 0.008215 |  |
| BIG YELLOW GROUP | 0.008041 |  |
| CHINA RES LAND | 0.007974 |  |
| AMERICAN TOWER CORP | 0.007770 | ✓ |
| AROUNDTOWN SA | 0.007696 |  |
| GLOBAL ONE REIT | 0.007694 |  |

## Dimensional US Real Estate ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| WELLTOWER INC | 0.072169 | ✓ |
| PROLOGIS INC REIT | 0.065833 | ✓ |
| EQUINIX INC | 0.052012 | ✓ |
| DIGITAL REALTY TRUST INC | 0.044652 | ✓ |
| SIMON PROPERTY | 0.044184 | ✓ |
| REALTY INCOME CORP REIT | 0.042976 | ✓ |
| AMERICAN TOWER CORP | 0.042090 | ✓ |
| The DFA Short Term Investment Fund | 0.039699 |  |
| PUBLIC STORAGE | 0.035851 | ✓ |
| VENTAS INC REIT | 0.031273 | ✓ |
| CROWN CASTLE INC | 0.029034 |  |
| IRON MOUNTAIN INC | 0.028080 | ✓ |
| VICI PROPERTIES | 0.023364 | ✓ |
| EXTRA SPACE STORAGE INC | 0.022603 |  |
| AVALONBAY COMMUNITIES INC REIT | 0.019177 |  |
| EQUITY RESIDENTIAL REIT | 0.017615 |  |
| SBA COMMUNICATIONS CORP | 0.017349 |  |
| ESSEX PROPERTY TRUST INC | 0.012748 | ✓ |
| WP CAREY INC | 0.012267 |  |
| KIMCO REALTY CORPORATION | 0.012005 |  |
| INVITATION HOMES INC | 0.011993 | ✓ |
| SUN COMMUNITIES INC - REIT | 0.011788 | ✓ |
| MID AMERICA APT CMNTY INC | 0.011271 |  |
| HOST HOTELS & RE | 0.010910 | ✓ |
| OMEGA HEALTHCARE INVESTORS INC | 0.010485 | ✓ |
| GAMING AND LEISURE PROPRTI INC | 0.010309 | ✓ |
| REGENCY CENTERS CORP REIT | 0.010142 |  |
| LAMAR ADVERTISING CO CL A | 0.008973 | ✓ |
| EQUITY LIFESTYLE PPTYS INC | 0.008736 | ✓ |
| HEALTHPEAK PROPERTIES INC | 0.008460 |  |
| UDR INC | 0.008435 | ✓ |
| CAMDEN PROP TR | 0.008239 |  |
| EASTGROUP PROP | 0.008104 | ✓ |
| AMERICAN HOMES-A | 0.007529 | ✓ |
| AMERICAN HEALTHCARE REIT INC | 0.007300 |  |
| AGREE REALTY CORP | 0.006939 |  |
| BRIXMOR PROPERTY | 0.006909 | ✓ |
| CUBESMART | 0.006908 |  |
| FED REALTY INVS | 0.006819 | ✓ |
| BXP INC | 0.006604 |  |
| CARETRUST REIT INC | 0.006603 |  |
| REXFORD INDUSTRIAL REALTY INC | 0.006205 |  |
| FIRST INDUSTRIAL REALTY TRUST | 0.006144 | ✓ |
| NNN REIT INC | 0.005991 |  |
| STAG INDUSTRIAL INC CL A | 0.005431 |  |
| TERRENO REALTY CORP | 0.005171 |  |
| ESSENTIAL PROPERTIES REALTY TRUST INC | 0.005093 |  |
| ALEXANDRIA REAL ES EQ INC REIT | 0.004760 |  |
| RYMAN HOSPITALITY PPTYS INC | 0.004721 |  |
| HEALTHCARE REALTY TRUST INC | 0.004635 |  |


## Sources

- N-PORT (fund A) — accession `0001410368-26-039961` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/869365/000141036826039961/0001410368-26-039961-index.htm>
- N-PORT (fund B) — accession `0001004726-26-005663` (as of 2026-04-30)
  <https://www.sec.gov/Archives/edgar/data/1816125/000100472626005663/0001004726-26-005663-index.htm>

---

_Informational only — not investment advice. FundWatcher presents publicly available data and makes no recommendation to buy or sell any security. Verify all figures against the source filing before relying on them._

_Data sourced from U.S. SEC EDGAR filings (Forms N-PORT, N-CEN, and prospectus Risk/Return summaries). FundWatcher is not affiliated with the SEC._

_Use of this data is subject to the FundWatcher Terms of Service. Information may be used only for personal, non-commercial research and may not be redistributed. See <https://fundwatcher.app/terms/>_