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Dimensional Global Real Estate ETF DFGR

Morningstar Medalist Rating
Medalist Rating as of | See Dimensional Investment Hub

Morningstar’s Analysis DFGR

Will DFGR outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DFGR’s performance objective and investment process is for both security selection and portfolio construction.

  • 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.

Dimensional Global Real Estate ETF’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings DFGR

More DFGR Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 35.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Prologis Inc

6.23 96.9 Mil
Real Estate

American Tower Corp

5.25 81.6 Mil
Real Estate

Equinix Inc

4.62 71.9 Mil
Real Estate

Welltower Inc

3.42 53.3 Mil
Real Estate

Simon Property Group Inc

3.03 47.1 Mil
Real Estate

Realty Income Corp

2.94 45.7 Mil
Real Estate

Digital Realty Trust Inc

2.77 43.1 Mil
Real Estate

Crown Castle Inc

2.68 41.7 Mil
Real Estate

Public Storage

2.68 41.7 Mil
Real Estate

Goodman Group

2.21 34.4 Mil
Real Estate