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Dimensional Global Real Estate ETF

DFGR
$--
Today’s Change
-- (--)

Snapshot
*

Inception Date
Dec 06 2022
Expense Ratio
0.22%
Type
Global Equities
Fund Owner
Dimensional
Volume (1m avg. daily)
$6,618,456
AUM
$844,221,629
Associated Index
None
Inverse/Leveraged
No
Passive/Active
Active
Fractionable on Composer
No
Prospectus

Top 10 Holdings

PLD
Prologis Inc
7.15%
AMT
American Tower Corp.
5.24%
EQIX
Equinix Inc
4.62%
WELL
Welltower Inc.
2.90%
PSA
Public Storage.
2.80%
CCI
Crown Castle Inc
2.70%
DLR
Digital Realty Trust Inc
2.49%
O
Realty Income Corp.
2.46%
SPG
Simon Property Group, Inc.
2.46%
VICI
VICI Properties Inc
2.03%
Invest with DFGR

What is DFGR?

The investment objective of the Dimensional Global Real Estate ETF is to achieve long-term capital appreciation. The Portfolio, using a market capitalization weighted approach, purchases a broad and diverse set of securities of U.S. and non U.S. companies principally engaged in the real estate industry, including developed and emerging markets, with a particular focus on real estate investment trusts and companies the Advisor considers to be REIT like entities.

ETFs related toDFGR

ETFs correlated to DFGR include AVRE, RWO, REET

DFGR
Dimensional ETF Trust - Dimensional Global Real Estate ETF
AVRE
American Century ETF Trust - Avantis Real E state ETF
RWO
SSgA Active Trust - SPDR Dow Jones Global Real Estate ETF
REET
BlackRock Institutional Trust Company N.A. - iShares Global REIT ETF
IYR
BlackRock Institutional Trust Company N.A. - iShares U.S. Real Estate ETF
VNQ
Vanguard Group, Inc. - Vanguard Real Estate Index Fund ETF
DFAR
Dimensional ETF Trust - Dimensional US Real Estate ETF
FREL
Fidelity Covington Trust - Fidelity MSCI Real Estate Index ETF
SCHH
Schwab Strategic Trust - Schwab U.S. REIT ETF
RWR
SPDR Series Trust - SPDR DJ Wilshire REIT ETF
BBRE
J.P.Morgan Investment Management Inc. - JPMorgan BetaBuilders MSCI U.S. REIT ETF

What is ETF correlation?

Correlation is a measure of the strength of the relationship between two ETFs. It quantifies the degree to which prices of the two ETFs typically move together.

Here, correlation is measured over the past year with the Pearson correlation coefficient (Pearon’s r), which ranges from -1 to 1.

Using ETF correlations in portfolio and strategy construction

ETF correlations can help you create investing strategies and portfolios. Use them to:

  • Build a diversified portfolio from uncorrelated or inversely correlated ETFs with the aim of minimizing portfolio risk.
  • Compare correlated or related ETFs to find one with a lower expense ratio or higher trading volume.
  • Create an investing strategy that hedges an ETF with an uncorrelated or inversely correlated ETF.

Automated Strategies
Related toDFGR

#PTS

Pick the Trending Sector

Category

Grow Your Portfolio, Ride the Momentum

Risk Rating

Aggressive

#DB

Diversification at its Best

Category

Tactical Asset Allocation, Be Risk Aware, Diversification

Risk Rating

Moderate

Create your own algorithmic trading strategy with DFGR using Composer

FAQ

DFGR is a Global Equities ETF. The investment objective of the Dimensional Global Real Estate ETF is to achieve long-term capital appreciation. The Portfolio, using a market capitalization weighted approach, purchases a broad and diverse set of securities of U.S. and non U.S. companies principally engaged in the real estate industry, including developed and emerging markets, with a particular focus on real estate investment trusts and companies the Advisor considers to be REIT like entities.

Yes, DFGR is actively managed. In an actively managed fund, the fund manager makes decisions about how funds are invested. A passively managed fund typically tries to track or follow a market index.

No, DFGR is not passively managed. It is actively managed. A passively managed fund typically tries to track or follow a market index. In an actively managed fund, the fund manager makes decisions about how funds are invested.

The 1-month return on DFGR is -0.0359%. This is the percent change in the value of DFGR over the most recent 1-month period. The 3-month return on DFGR is -0.0395%. This is the percent change in the value of DFGR over the most recent 3-month period.

ETFs similar to DFGR include IXJ, SMH, and URA.

ETFs correlated to DFGR include AVRE, RWO, and REET.

ETFs that are inversely correlated to DFGR include DRV, SRS, and RWM.

Disclaimers

*

We show information directly obtained from our data provider, Xignite. Data shown here is provided by Xignite, an unaffiliated third party. Composer believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate.

**

We show information based on calculations performed by Composer using data from our provider. Information provided here is based on calculations performed by Composer using data sourced from Xignite, an unaffiliated third party. Composer believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.