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Dimensional ETF Trust - Dimensional Gloabl Real Estate ETF (DFGR)
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Upturn Advisory Summary
08/14/2025: DFGR (1-star) is a SELL. SELL since 5 days. Profits (1.44%). Updated daily EoD!
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 5.44% | Avg. Invested days 47 | Today’s Advisory SELL |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 08/14/2025 |
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 (DFGR) seeks to provide long-term capital appreciation by investing in a broad portfolio of real estate companies worldwide, focusing on companies with smaller market capitalizations and value characteristics.
Reputation and Reliability
Dimensional Fund Advisors (DFA) is a well-regarded investment firm known for its systematic, research-driven approach to investing.
Management Expertise
DFA has a long history of managing quantitative investment strategies, with a focus on factor-based investing and efficient portfolio construction.
Investment Objective
Goal
To provide long-term capital appreciation by investing in a diversified portfolio of global real estate companies.
Investment Approach and Strategy
Strategy: The ETF does not track a specific index but employs a systematic investment approach, selecting companies based on factors such as size, value, and profitability.
Composition The ETF holds stocks of real estate companies located around the globe, including REITs and other real estate-related businesses.
Market Position
Market Share: DFGR's market share is relatively small compared to larger real estate ETFs.
Total Net Assets (AUM): 118400000
Competitors
Key Competitors
- Vanguard Real Estate ETF (VNQ)
- Real Estate Select Sector SPDR Fund (XLRE)
- iShares Global REIT ETF (REET)
Competitive Landscape
The real estate ETF market is dominated by large, established ETFs like VNQ and XLRE. DFGR differentiates itself with a factor-based approach, potentially offering a different risk/return profile. A disadvantage of DFGR is it's smaller AUM and less liquidity compared to competitors.
Financial Performance
Historical Performance: Historical performance data should be obtained from reliable financial sources for different time periods.
Benchmark Comparison: Benchmark comparison would ideally be to a broad global real estate index or a custom benchmark reflecting DFGR's factor tilts.
Expense Ratio: 0.29
Liquidity
Average Trading Volume
The average trading volume is relatively low, which may impact transaction costs for larger trades.
Bid-Ask Spread
The bid-ask spread can fluctuate, but typically is slightly higher than ETFs with much larger trading volume.
Market Dynamics
Market Environment Factors
Economic growth, interest rate changes, and inflation expectations significantly impact real estate values and REIT profitability.
Growth Trajectory
The growth trajectory of DFGR depends on its ability to attract assets by delivering competitive risk-adjusted returns relative to its peers.
Moat and Competitive Advantages
Competitive Edge
DFGR's competitive edge lies in its systematic, factor-based approach, potentially capturing premiums associated with smaller companies and value stocks within the global real estate sector. This differentiated strategy, backed by DFA's research, may appeal to investors seeking alternative risk/return profiles. DFA's disciplined implementation and lower costs due to efficient trading further add to it's advantage. However, past performance isn't indicative of future returns, and DFGR's strategy might not consistently outperform competitors.
Risk Analysis
Volatility
DFGR's volatility is likely influenced by the volatility of the underlying real estate companies and the broader equity market.
Market Risk
Market risk includes exposure to fluctuations in real estate values, interest rate risk, and economic downturns impacting property demand and rental income.
Investor Profile
Ideal Investor Profile
The ideal investor profile is someone seeking long-term capital appreciation through exposure to global real estate with a preference for a factor-based investment approach.
Market Risk
DFGR is best suited for long-term investors with a moderate risk tolerance who understand and appreciate the potential benefits of factor-based investing.
Summary
Dimensional Global Real Estate ETF is a passively managed ETF that targets long-term capital appreciation by investing in a broad portfolio of global real estate companies, focusing on value and small-cap stocks. It employs a systematic, factor-based approach, which sets it apart from traditional index-tracking real estate ETFs. The ETF's expense ratio is competitive but its trading volume is relatively low. DFGR may be appealing to long-term investors who appreciate factor-based investing and are comfortable with its risk profile and liquidity characteristics.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Dimensional Fund Advisors Website
- ETF.com
- Morningstar
Disclaimers:
This analysis is based on publicly available information and is for informational purposes only. It is not investment advice. Past performance is not indicative of future results. Consult with a qualified financial advisor before making any investment decisions.
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.