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DFGR
+0.03 · +0.11%
$27.04 · NYSE ARCA

Dimensional ETF Trust - Dimensional Gloabl Real Estate ETF (DFGR) ETF Analysis | Global Real Estate

Dimensional Fund Advisors · USA
AUM:$3.4B
#– of – in Global Real Estate ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 12.7% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.22% — competitive for the exposure provided.

What is DFGR?

The Portfolio, using a market capitalization weighted approach, purchases a broad and diverse set of securities of U. companies principally engaged in the real estate industry, including developed and emerging markets, with a particular focus on real estate investment trusts ("REITs") and companies the Advisor considers to be REIT-like entities.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Positive 1-Year Return
DFGR returned 12.7% over the past year. Historical returns only — past performance is not indicative of future results.
Competitive Expense Ratio
Expense ratio of 0.22% — reasonable for the index exposure provided.
Moderate Concentration
Top 10 holdings make up 39.7% of the ETF — a moderate level of name concentration.
ETF Information
AUM$3.4B
Expense Ratio0.22%
Dividend Yield3.95%
Holdings50
Inception DateDec 2022
Domicile–
Distribution–
Index–
ProviderDimensional Fund Advisors
Beta1.08
CategoryGlobal Real Estate
CurrencyUSD
Portfolio Impact

How would DFGR affect your portfolio?

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Example preview
6168
+7 points · better diversified

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Compare Equity
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+1.5%
1Y
+10.3%
3Y
+32.5%
5Y
+31.3%
OpenBook InsightIf you had invested £10,000 in DFGR 5 years ago, it would have grown to £13,134 — a gain of £3,134.

Annual Returns

Calendar year performance

DFGR delivered positive returns in 4 of the last 5 calendar years.
YearDFGR
2026 YTD+10.4%
2025+8.3%
2024+1.5%
2023+9.4%
2022-1.2%
CAGR 4yr+4.4%
4/5 positive yearsAvg return: +5.7%Worst year: -1.2% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
33%
Negative
Volatility
9.7%
Low
Momentum
-2.2%
30-day change
Support Level
29.07
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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