Dimensional Global Real Estate ETF holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.
Dimensional Global Real Estate ETF DFGR
Morningstar’s Analysis DFGR
Will DFGR outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the DFGR management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of DFGR’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 40.8
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Welltower Inc | 7.54 | 274M | Real Estate |
Prologis Inc | 6.88 | 250M | Real Estate |
Equinix Inc | 5.18 | 188M | Real Estate |
American Tower Corp | 4.54 | 165M | Real Estate |
Simon Property Group Inc | 3.50 | 127M | Real Estate |
Digital Realty Trust Inc | 3.20 | 116M | Real Estate |
Realty Income Corp | 2.93 | 106M | Real Estate |
Public Storage | 2.59 | 94M | Real Estate |
Goodman Group | 2.35 | 85M | Real Estate |
Ventas Inc | 2.07 | 75M | Real Estate |
United States