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Upturn AI SWOT - About
Dimensional ETF Trust - Dimensional Gloabl Real Estate ETF (DFGR)
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Upturn Advisory Summary
10/24/2025: DFGR (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 8.25% | Avg. Invested days 47 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 22.75 - 28.38 | Updated Date 06/29/2025 |
52 Weeks Range 22.75 - 28.38 | Updated Date 06/29/2025 |
Upturn AI SWOT
Dimensional ETF Trust - Dimensional Gloabl Real Estate ETF
ETF Overview
Overview
The Dimensional Global Real Estate ETF (DFAR) seeks to provide long-term capital appreciation by investing in a broad portfolio of global real estate companies. It utilizes a market-cap-weighted approach with tilts towards smaller companies and value stocks.
Reputation and Reliability
Dimensional Fund Advisors (DFA) is known for its evidence-based investing approach and low-cost ETFs.
Management Expertise
DFA has a strong team of experienced portfolio managers and researchers focused on systematic investing.
Investment Objective
Goal
To provide long-term capital appreciation by investing in a broad portfolio of global real estate companies.
Investment Approach and Strategy
Strategy: The ETF aims to outperform the global real estate market by weighting securities based on market capitalization with tilts toward smaller companies and value stocks.
Composition The ETF holds stocks of real estate companies located around the world, including REITs and other real estate operating companies.
Market Position
Market Share: Data not readily available.
Total Net Assets (AUM): 157874340
Competitors
Key Competitors
- VNQ
- IYR
- REM
- REET
Competitive Landscape
The global real estate ETF market is competitive, with Vanguard Real Estate ETF (VNQ) holding a dominant market share. DFAR competes by offering a differentiated investment strategy focused on capturing the size and value premiums within the real estate sector, but is smaller than VNQ, IYR. A disadvantage is lower liquidity compared to larger funds.
Financial Performance
Historical Performance: Historical performance data requires specific data retrieval from financial data providers.
Benchmark Comparison: Benchmark comparison requires specific data retrieval from financial data providers. The index it tracks is the FTSE EPRA/NAREIT Developed ex US ex Korea REITs Index.
Expense Ratio: 0.24
Liquidity
Average Trading Volume
The ETF's average trading volume can vary but usually reflects a liquid market for its holdings.
Bid-Ask Spread
The bid-ask spread is typically small, reflecting good liquidity for trading this ETF.
Market Dynamics
Market Environment Factors
Economic indicators such as interest rates, inflation, and GDP growth, as well as real estate market cycles, sector growth prospects, and global market conditions, all affect DFAR.
Growth Trajectory
Growth depends on real estate market performance and investor demand for global real estate exposure; strategy may evolve but core principles will remain.
Moat and Competitive Advantages
Competitive Edge
DFAR's competitive edge lies in its systematic approach to capturing the size and value premiums within the global real estate market. By tilting towards smaller companies and value stocks, DFAR aims to outperform traditional market-cap-weighted real estate indexes. DFA's well established reputation and low expense ratio add to this, differentiating it from many competitors. However, success hinges on the continued validity of DFA's investment philosophy and the premiums its seeks to capture.
Risk Analysis
Volatility
Volatility is influenced by the underlying volatility of the global real estate market and the ETF's exposure to smaller companies and value stocks.
Market Risk
Market risks include fluctuations in real estate values, interest rate changes, economic downturns, and currency exchange rate risks.
Investor Profile
Ideal Investor Profile
The ideal investor profile includes long-term investors seeking global real estate exposure, potential income, and capital appreciation and is comfortable with market fluctuations.
Market Risk
Suitable for long-term investors with a moderate risk tolerance.
Summary
The Dimensional Global Real Estate ETF (DFAR) offers a globally diversified real estate investment vehicle focusing on long-term growth and potential income. Utilizing an evidence-based approach, it targets smaller companies and value stocks within the real estate sector. Its competitive expense ratio and the backing of Dimensional Fund Advisors make it an attractive option for long-term investors seeking exposure to global real estate. However, potential investors should be aware of the risks associated with global real estate markets and the systematic approach used by the fund.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Dimensional Fund Advisors
- ETF.com
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market data is subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Dimensional ETF Trust - Dimensional Gloabl Real Estate ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
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 ("REITs") and companies the Advisor considers to be REIT-like entities. The Portfolio invests in companies of all sizes.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.