Dimensional - Global Real Estate ETF (DFGR) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
Beta 1.07: the stock has moved about 7% more than the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 16, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerDimensional - Global Real Estate ETF (DFGR) trades at $27.87. Dimensional - Global Real Estate ETF (DFGR) offers investors exposure to the global real estate sector, primarily focusing on REITs. Sector: Financials.
Price as of · Last analyzed: Mar 16, 2026Analyst Coverage for DFGR: DFGR does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage.
Dimensional - Global Real Estate ETF (DFGR) Financial Services Profile
Dimensional - Global Real Estate ETF (DFGR) provides exposure to the global real estate market, emphasizing REITs and real estate-related companies. The fund utilizes an active, integrated investment approach, considering factors like momentum, liquidity, and profitability, to construct a market cap-weighted portfolio across approved global markets.
What Is the Investment Thesis for DFGR?
DFGR presents a targeted investment vehicle for investors seeking global real estate exposure, particularly through REITs. With a market cap of $3.40 billion and a beta of 1.07, the fund offers a blend of stability and market sensitivity. The active management approach, which considers factors beyond simple market capitalization, aims to enhance returns. However, the absence of a dividend yield may deter income-focused investors. The fund's ability to generate income through securities lending and its use of derivatives could provide additional returns, but also introduce complexity and potential risk. Ongoing monitoring of the fund's performance relative to its benchmark and peer group is crucial to assess the effectiveness of its active management strategy.
Based on FMP financials and quantitative analysis
DFGR Key Highlights
Market Cap: $3.40 billion indicates the fund's significant size and potential influence in the global real estate market.
- Beta: 1.07 suggests the fund's volatility is slightly higher than the overall market.
- Active Management: The fund utilizes an integrated investment approach, considering factors like momentum, liquidity, and profitability, to construct its portfolio.
- Global Exposure: DFGR invests in at least three different countries, including the US, providing broad geographic diversification within the real estate sector.
- REIT Focus: The fund emphasizes investment in REITs and REIT-like entities, targeting a specific segment of the real estate market.
Who Are DFGR's Competitors?
DFGR is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| AOA iShares Core 80/20 Aggressive Allocation ETF | $96.38 | -0.37% | $3.32B | — |
| CGBL Capital Group Core Balanced ETF | $36.57 | -0.65% | $7.85B | — |
| COPX Global X Copper Miners ETF | $73.64 | +0.75% | $6.34B | — |
| CQQQ Invesco China Technology ETF | $40.03 | -0.57% | $1.93B | — |
| INTF iShares International Equity Factor ETF | $40.97 | -0.58% | $3.67B | — |
| APO Apollo Global Management, Inc. | $114.37 | +1.36% | $67.5B | 52 5-pillar |
| ALTI AlTi Global, Inc. | $2.52 | -2.33% | $420M | — |
| GROW U.S. Global Investors, Inc. | $2.62 | -0.21% | $32.3M | 56 5-pillar |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are DFGR's Key Strengths?
Global diversification across multiple countries.
- Active management approach with integrated investment process.
- Focus on REITs and real estate-related companies.
- Potential for income generation through securities lending.
What Are DFGR's Weaknesses?
Absence of a dividend yield may deter income-focused investors.
- Active management fees may be higher than passively managed funds.
- Reliance on advisor's discretion in security selection.
- Potential for increased volatility due to derivatives usage.
What Are the Key Risks for DFGR?
Rising interest rates could negatively impact real estate valuations.
- Economic downturn could reduce demand for real estate.
- Geopolitical instability could disrupt global real estate markets.
- Currency fluctuations could impact returns for international investors.
- Changes in REIT regulations could affect fund performance.
What Threats Does DFGR Face?
- Changes in global interest rates and economic conditions.
- Increased competition from other global real estate ETFs.
- Regulatory changes impacting REITs and real estate investments.
- Geopolitical risks and currency fluctuations.
What Are DFGR's Competitive Advantages?
- Active Management Expertise: The fund's experienced investment team and integrated approach provide a competitive advantage.
- Global Reach: DFGR's ability to invest in approved markets globally offers diversification benefits.
- REIT Focus: Specializing in REITs provides targeted exposure to a specific segment of the real estate market.
- Scale: With a market cap of $3.40 billion, DFGR benefits from economies of scale.
What Does DFGR Do?
Dimensional - Global Real Estate ETF (DFGR) is structured to provide investors with targeted exposure to the global real estate industry, with a significant emphasis on Real Estate Investment Trusts (REITs). The fund's investment strategy involves actively selecting companies of all sizes that derive at least 50% of their revenue or hold at least 50% of their assets in various real estate sectors, including residential, commercial, and industrial properties. REITs and similar entities are also eligible for inclusion in the fund's portfolio. The fund's selection process is based on an integrated investment approach, where securities are evaluated and adjusted based on several key factors. These factors include free float, stock momentum, liquidity, company size, relative price, profitability, and associated costs, all assessed at the discretion of the advisor. The final portfolio constituents are weighted by market capitalization, with country and region weights implemented as deemed appropriate. DFGR aims to invest in securities from approved markets globally, ensuring diversification across at least three different countries, including the United States. To enhance returns or manage cash flow, the fund may utilize derivatives. Additionally, DFGR is permitted to lend portfolio securities, generating additional income for the fund. DFGR was created to offer investors a diversified and actively managed approach to investing in the global real estate market, focusing on REITs and related companies while considering various financial and market factors.
What Products and Services Does DFGR Offer?
- Invests in global real estate companies of all sizes.
- Focuses on companies with at least 50% revenue or assets in real estate.
- Includes REITs and REIT-like entities in its portfolio.
- Employs an active, integrated investment approach.
- Considers factors like free float, momentum, and profitability.
- Weights portfolio constituents by market capitalization.
- Invests in securities from approved global markets.
- May use derivatives to leverage exposure or manage cash.
How Does DFGR Make Money?
- Generates revenue through management fees charged on assets under management (AUM).
- May generate additional income through securities lending.
- Utilizes an active investment strategy to enhance returns.
- Manages risk through diversification and careful security selection.
What Industry Does DFGR Operate In?
DFGR operates within the global asset management industry, focusing specifically on real estate investments. The global real estate market is influenced by macroeconomic factors such as interest rates, economic growth, and demographic trends. The fund competes with other global real estate ETFs and actively managed funds, including those focused on REITs. The competitive landscape includes funds with varying investment strategies, expense ratios, and risk profiles. DFGR's active management approach and integrated investment process differentiate it from passively managed index funds.
Who Are DFGR's Key Customers?
- Institutional investors seeking global real estate exposure.
- Retail investors looking for diversified real estate investments.
- Financial advisors seeking investment solutions for their clients.
- Pension funds and endowments allocating capital to real estate.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is an etf, not an operating company
MoonshotScore History
Recorded daily since 2026-08-23 · 56 snapshots
| 2026-08-23 | 44 |
| 2026-09-03 | 44 |
| 2026-09-14 | 44 |
| 2026-09-25 | 44 |
| 2026-10-09 | 44 |
| 2026-10-26 | 44 |
What changed?
The score has stayed at 44.
Over the same 31 days the stock moved +1.9%.
DFGR Financials
Bull Case vs Bear Case
Bull Case
- Global diversification across multiple countries.
- Active management approach with integrated investment process.
- Focus on REITs and real estate-related companies.
- Potential for income generation through securities lending.
Bear Case
- Absence of a dividend yield may deter income-focused investors.
- Active management fees may be higher than passively managed funds.
- Reliance on advisor's discretion in security selection.
- Potential for increased volatility due to derivatives usage.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
DFGR Latest News
No recent news available for DFGR.
DFGR Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for DFGR.
Price Targets
Wall Street price target analysis for DFGR.
DFGR MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for DFGR; grades run from A+ (80-100) to F (below 30).
What Investors Ask About Dimensional - Global Real Estate ETF (DFGR) — Financials
What are the main risks for DFGR?
The main risks for DFGR include fluctuations in global interest rates, economic downturns, and geopolitical instability, all of which can negatively impact real estate valuations and demand. Changes in REIT regulations could pose a risk to the fund's performance.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
MoonshotScore is not published for this security.
Data provided for informational purposes only.
- Financial data is based on available information and may be subject to change.