Dimensional Global Real Estate ETF (DFGR): ETF
ETF traded on ARCX under symbol DFGR. Quoted in usd.
Dimensional - Global Real Estate ETF
DFGR aims to provide investors with comprehensive access to the global real estate market, with a significant focus on Real Estate Investment Trusts (REITs). The fund actively invests in companies of any market capitalization that dedicate at least 50% of their revenue or assets to residential, commercial, industrial, or other real estate ventures. Eligible investments also include REITs and similar entities. Security selection follows an integrated, active methodology, where the advisor has the discretion to adjust or exclude holdings based on various factors, including free float, stock momentum, liquidity, company size, relative valuation, profitability, and associated costs. Constituents are market capitalization-weighted, with country or regional weightings applied as needed. Reflecting its global mandate, the fund acquires securities solely from advisor-approved markets across a minimum of three different countries, including the United States. Derivatives may be utilized for enhanced exposure or cash management purposes. Lending out portfolio securities is permitted as a means to generate supplementary income.
Largest holdings
- WELL WELLTOWER INC8.57%
- PLD PROLOGIS INC.6.29%
- EQIX EQUINIX INC5.17%
- AMT AMERICAN TOWER CORP. REIT4.34%
- SPG SIMON PROPERTY GROUP INC.3.60%
- DLR DIGITAL REALTY TRUST INC3.48%
- O REALTY INCOME CORPORATION2.82%
- PSA PUBLIC STORAGE2.76%
- VMRK VIVMARK RESIDENTIAL2.38%
- VTR VENTAS INC.2.25%
30d
809.12K
60d
677.90K
90d
582.64K