Key stats
About Dimensional Global Real Estate ETF
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Inception date
Dec 6, 2022
Structure
Open-Ended Fund
Dividend treatment
Distributes
Distribution tax treatment
Ordinary income
Income tax type
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Primary advisor
Dimensional Fund Advisors LP
Distributor
DFA Securities LLC
DFGR is designed to provide exposure to the global broad real estate industry with a particular focus on REITs. The fund actively invests in companies of any size that generate at least 50% of their revenue or assets associated to residential, commercial, industrial, or other real estate industries. REIT-like entities are also eligible for inclusion. Selection is done through an integrated investment approach with certain securities adjusted or excluded based on several factors, including free float, stock momentum, liquidity, size, relative price, profitability, and costs at the advisers discretion. Final constituents are market cap-weighted, with country or region weights implemented. Following the its global exposure, the fund aims to purchase securities from at least three different countries from adviser-approved markets, including the US. Derivatives may be used to leverage exposure or manage cash. The fund may engage in securities lending.
Classification
What's in the fund
Exposure type
Finance
Stock breakdown by region
Top 10 holdings
Summarizing what the indicators are suggesting.
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Displays a symbol's price movements over previous years to identify recurring trends.
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Frequently Asked Questions
An exchange-traded fund (ETF) is a collection of assets (stocks, bonds, commodities, etc.) that track an underlying index and can be bought on an exchange like individual stocks.
DFGR trades at 26.08 USD today, its price has fallen −0.46% in the past 24 hours. Track more dynamics on DFGR price chart.
DFGR net asset value is 26.22 today — it's risen 3.29% over the past month. NAV represents the total value of the fund's assets less liabilities and serves as a gauge of the fund's performance.
DFGR assets under management is 2.44 B USD. AUM is an important metric as it reflects the fund's size and can serve as a gauge of how successful the fund is in attracting investors, which, in its turn, can influence decision-making.
DFGR price has risen by 1.64% over the last month, and its yearly performance shows a 3.90% increase. See more dynamics on DFGR price chart.
NAV returns, another gauge of an ETF dynamics, have risen by 3.29% over the last month, showed a −0.85% decrease in three-month performance and has increased by 7.99% in a year.
NAV returns, another gauge of an ETF dynamics, have risen by 3.29% over the last month, showed a −0.85% decrease in three-month performance and has increased by 7.99% in a year.
DFGR fund flows account for 625.69 M USD (1 year). Many traders use this metric to get insight into investors' sentiment and evaluate whether it's time to buy or sell the fund.
Since ETFs work like an individual stock, they can be bought and sold on exchanges (e.g. NASDAQ, NYSE, EURONEXT). As it happens with stocks, you need to select a brokerage to access trading. Explore our list of available brokers to find the one to help execute your strategies. Don't forget to do your research before getting to trading. Explore ETFs metrics in our ETF screener to find a reliable opportunity.
DFGR invests in stocks. See more details in our Analysis section.
DFGR expense ratio is 0.22%. It's an important metric for helping traders understand the fund's operating costs relative to assets and how expensive it would be to hold the fund.
No, DFGR isn't leveraged, meaning it doesn't use borrowings or financial derivatives to magnify the performance of the underlying assets or index it follows.
In some ways, ETFs are safe investments, but in a broader sense, they're not safer than any other asset, so it's crucial to analyze a fund before investing. But if your research gives a vague answer, you can always refer to technical analysis.
Today, DFGR technical analysis shows the sell rating and its 1-week rating is sell. Since market conditions are prone to changes, it's worth looking a bit further into the future — according to the 1-month rating DFGR shows the buy signal. See more of DFGR technicals for a more comprehensive analysis.
Today, DFGR technical analysis shows the sell rating and its 1-week rating is sell. Since market conditions are prone to changes, it's worth looking a bit further into the future — according to the 1-month rating DFGR shows the buy signal. See more of DFGR technicals for a more comprehensive analysis.
Yes, DFGR pays dividends to its holders with the dividend yield of 3.64%.
DFGR trades at a premium (0.09%).
Premium/discount to NAV expresses the difference between the ETF’s price and its NAV value. A positive percentage indicates a premium, meaning the ETF trades at a higher price than the calculated NAV. Conversely, a negative percentage indicates a discount, suggesting the ETF trades at a lower price than NAV.
Premium/discount to NAV expresses the difference between the ETF’s price and its NAV value. A positive percentage indicates a premium, meaning the ETF trades at a higher price than the calculated NAV. Conversely, a negative percentage indicates a discount, suggesting the ETF trades at a lower price than NAV.
DFGR shares are issued by Dimensional Holdings, Inc.
DFGR follows the No Underlying Index. ETFs usually track some benchmark seeking to replicate its performance and guide asset selection and objectives.
The fund started trading on Dec 6, 2022.
The fund's management style is active, aiming to outperform its benchmark index by actively selecting and adjusting assets. The goal is to achieve returns that exceed those of the index the fund tracks.