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Dimensional - Global Real Estate (DFGR) ETF Holdings & Analysis
ETFOther
What DFGR does
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.
Fund profile
Top holdings
| Holding | Weight | |
|---|---|---|
| WELLTOWER INC | 8.61% | |
| PROLOGIS INC. | 6.69% | |
| EQUINIX INC | 5.12% | |
| AMERICAN TOWER CORP. REIT | 4.15% | |
| SIMON PROPERTY GROUP INC. | 3.48% | |
| DIGITAL REALTY TRUST INC | 3.40% | |
| REALTY INCOME CORPORATION | 2.91% | |
| PUBLIC STORAGE | 2.56% | |
| VIVMARK RESIDENTIAL | 2.44% | |
| VENTAS INC. | 2.36% |
Sector allocation
| Cash & Others | 0.91% |
| Consumer Defensive | 0.03% |
| Financial Services | 0.20% |
| Real Estate | 98.86% |
Geographic allocation
| United States | 74.67% |
| Australia | 5.73% |
| Japan | 4.67% |
| United Kingdom | 3.78% |
| Singapore | 2.71% |
| France | 1.76% |
| Canada | 1.08% |
| Belgium | 0.90% |
| Hong Kong | 0.83% |
| South Africa | 0.79% |
PortView Portfolio Insights
PortView analyzes how DFGR fits your actual portfolio — position weight, ETF overlap with your other funds, sector and geographic exposure, concentration, and how this fund contributes to your portfolio risk and return. Connect a portfolio to see your personalized figures; PortView never shows another user's private holdings.
Analyze DFGR in PortView →Related securities
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Frequently asked questions
- What does DFGR track?
- DFGR is the Dimensional - Global Real Estate ETF, a Other ETF.
- What is the expense ratio of DFGR?
- Expense ratio data for DFGR is shown on the page when available from our data provider.
- What are the largest holdings in DFGR?
- Top holdings include WELL, PLD, EQIX, AMT, SPG.
- How can PortView analyze DFGR overlap with other ETFs?
- PortView computes the holdings overlap between DFGR and the other ETFs and stocks you own, plus your combined sector and geographic exposure, so you can see true diversification.
The information provided by PortView is for informational and educational purposes only and does not constitute investment advice. Market data may be delayed. Past performance does not guarantee future results.