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Dimensional ETF Trust - Dimensional Gloabl Real Estate ETF (DFGR)
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Upturn Advisory Summary
04/01/2025: DFGR (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit 10.96% | Avg. Invested days 44 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 295754 | Beta - | 52 Weeks Range 22.55 - 28.57 | Updated Date 04/1/2025 |
52 Weeks Range 22.55 - 28.57 | Updated Date 04/1/2025 |
Upturn AI SWOT
Dimensional ETF Trust - Dimensional Gloabl Real Estate ETF
ETF Overview
Overview
The Dimensional Global Real Estate ETF (DFGR) aims to provide long-term capital appreciation by investing in a diverse portfolio of real estate companies worldwide. It seeks to capture the returns of the global real estate market, emphasizing companies with smaller market capitalizations and lower relative prices.
Reputation and Reliability
Dimensional Fund Advisors (DFA) is a well-regarded firm known for its systematic, research-driven investment approach and low-cost funds.
Management Expertise
DFA has a strong team of investment professionals with expertise in portfolio management, quantitative analysis, and real estate investing.
Investment Objective
Goal
To provide long-term capital appreciation by investing in global real estate companies.
Investment Approach and Strategy
Strategy: The ETF does not track a specific index but uses a systematic approach to select and weight securities based on factors such as market capitalization, relative price, and profitability.
Composition The ETF primarily holds stocks of real estate companies worldwide, including REITs (Real Estate Investment Trusts).
Market Position
Market Share: The ETF's market share in the global real estate ETF sector is moderate and still growing as it is relatively new.
Total Net Assets (AUM): 138790530
Competitors
Key Competitors
- Real Estate Select Sector SPDR Fund (XLRE)
- Vanguard Real Estate ETF (VNQ)
- iShares Global REIT ETF (REET)
Competitive Landscape
The global real estate ETF market is dominated by a few large players, with DFGR being a smaller, newer entrant. DFGR's advantage lies in its factor-based approach, potentially offering higher returns. However, its relatively low AUM and shorter track record compared to competitors like XLRE and VNQ could be considered disadvantages.
Financial Performance
Historical Performance: Historical performance data is limited due to the fund's recent inception. Data should be sourced from the fund's official website or other financial data providers.
Benchmark Comparison: Performance should be compared to a broad global real estate index, such as the FTSE EPRA Nareit Global Real Estate Index, to assess relative performance.
Expense Ratio: 0.24
Liquidity
Average Trading Volume
The ETF's average trading volume indicates moderate liquidity, sufficient for most individual investors but potentially limiting for large institutional trades.
Bid-Ask Spread
The bid-ask spread is typically tight, reflecting the overall liquidity of the underlying real estate market and the efficiency of the ETF's market makers.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, inflation, and demographic trends can significantly impact the performance of global real estate markets and, consequently, DFGR's returns.
Growth Trajectory
The growth trajectory of DFGR will depend on its ability to attract assets and deliver competitive performance within the global real estate ETF landscape; further data is needed to assess any changes to strategy and holdings.
Moat and Competitive Advantages
Competitive Edge
DFGR leverages Dimensional's well-known factor-based investment approach, emphasizing smaller companies and lower relative prices within the global real estate market. This systematic approach aims to capture potential premiums associated with these factors. The fund also benefits from Dimensional's low-cost philosophy, providing investors with a cost-effective way to access global real estate exposure. However, the funds relative newness is a disadvantage. DFA's resources and expertise in quantitative investing offer a potential advantage over competitors.
Risk Analysis
Volatility
The ETF's volatility is expected to be comparable to other global real estate ETFs, influenced by fluctuations in the underlying real estate markets and broader economic conditions.
Market Risk
Specific risks include interest rate risk, economic downturns, geopolitical events, and regulatory changes affecting the global real estate sector.
Investor Profile
Ideal Investor Profile
The ideal investor is seeking long-term capital appreciation through global real estate exposure and is comfortable with the risks associated with this asset class.
Market Risk
DFGR is suitable for long-term investors who are looking to diversify their portfolios with global real estate and are comfortable with a factor-based approach.
Summary
The Dimensional Global Real Estate ETF (DFGR) offers investors access to a diversified portfolio of global real estate companies. Its factor-based approach, emphasizes smaller companies and lower relative prices, aiming for long-term capital appreciation. The ETF benefits from Dimensional's established reputation and low-cost philosophy. However, its recent inception and moderate liquidity should be considered. DFGR is suited for long-term investors seeking global real estate exposure as part of a diversified portfolio.
Similar Companies
IYR
iShares U.S. Real Estate ETF
IYR
iShares U.S. Real Estate ETF
REET
iShares Global REIT ETF
REET
iShares Global REIT ETF
VNQI
Vanguard Global ex-U.S. Real Estate Index Fund ETF Shares
VNQI
Vanguard Global ex-U.S. Real Estate Index Fund ETF Shares
XLRE
The Real Estate Select Sector SPDR Fund
XLRE
The Real Estate Select Sector SPDR Fund
Sources and Disclaimers
Data Sources:
- Dimensional Fund Advisors Website
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investment decisions should be made based on individual circumstances and after consulting with a qualified financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Dimensional ETF Trust - Dimensional Gloabl Real Estate ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The Portfolio, using a market capitalization weighted approach, purchases a broad and diverse set of securities of U.S. and non-U.S. companies principally engaged in the real estate industry, including developed and emerging markets, with a particular focus on real estate investment trusts ("REITs") and companies the Advisor considers to be REIT-like entities. The Portfolio invests in companies of all sizes.
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