Morningstar

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 the 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

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.

by Morningstar Automated Analysis
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Portfolio Holdings DFGR

More DFGR Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 42.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Welltower Inc

9.00 330M
Real Estate

Prologis Inc

6.75 247M
Real Estate

Equinix Inc

5.37 197M
Real Estate

American Tower Corp

4.04 148M
Real Estate

Simon Property Group Inc

3.54 130M
Real Estate

Digital Realty Trust Inc

3.50 128M
Real Estate

Realty Income Corp

2.79 102M
Real Estate

Public Storage

2.56 94M
Real Estate

Vivmark Residential

2.40 88M
Real Estate

Ventas Inc

2.39 87M
Real Estate

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