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DFGR - ETF AI Analysis

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DFGR

Dimensional Global Real Estate ETF (DFGR)

Rating:66Neutral
Price Target:
DFGR, the Dimensional Global Real Estate ETF, has a solid overall rating driven mainly by strong, diversified real estate leaders like Welltower and Prologis, which show healthy financial performance and strategic growth in key property sectors. However, some holdings such as Goodman Group face challenges like weaker revenue growth, cash flow pressures, and bearish trading trends, which weigh on the fund’s rating. The main risk factor is its concentration in global real estate, meaning the ETF is sensitive to property market cycles, interest rates, and sector-specific headwinds.
Positive Factors
Strong Recent Performance
The ETF has shown strong gains so far this year and in recent months, indicating solid momentum in its real estate holdings.
Leading Real Estate Companies
Most of the largest positions, such as Welltower, Prologis, Equinix, and Simon Property, have delivered strong performance, helping drive the fund’s returns.
Global Real Estate Diversification
While heavily invested in U.S. real estate, the fund also holds properties across several other countries, which adds some geographic diversification.
Negative Factors
High Sector Concentration
With almost all assets in real estate, the ETF is very sensitive to downturns in the property market and interest rate changes.
Heavy U.S. Exposure
The portfolio is dominated by U.S. holdings, so investors are highly exposed to the U.S. real estate cycle and policy environment.
Underperforming Key Holdings
A few sizable positions, such as American Tower and Goodman Group, have shown weak performance, which can drag on overall returns.

DFGR vs. SPDR S&P 500 ETF (SPY)

DFGR Summary

Dimensional Global Real Estate ETF (DFGR) is a fund that invests in real estate companies around the world, with most of its money in the U.S. It doesn’t track a specific index, but follows the global real estate theme, holding firms tied to offices, apartments, warehouses, data centers, and shopping centers. Well-known holdings include Prologis and Equinix. Someone might invest in DFGR to add diversification and potential income from real estate without buying properties directly. A key risk is that real estate stocks can rise and fall with interest rates and overall market conditions.
How much will it cost me?The Dimensional Global Real Estate ETF (DFGR) has an expense ratio of 0.22%, which means you’ll pay $2.20 per year for every $1,000 invested. This is lower than average for actively managed funds because it focuses on a specific sector while maintaining efficient management practices.
What would affect this ETF?The Dimensional Global Real Estate ETF (DFGR) could benefit from global economic growth and increasing demand for real estate, particularly in commercial and industrial sectors, as well as technological advancements in property management. However, rising interest rates and economic slowdowns could negatively impact real estate values and rental income, while regulatory changes in key markets or geopolitical tensions might pose additional risks to its global exposure.

DFGR Top 10 Holdings

DFGR is essentially a global real estate play, with performance driven by a handful of heavyweight REITs. Welltower and Ventas are rising stars, riding momentum in senior housing and healthcare properties, while Prologis keeps things steady with its logistics footprint. On the tech-leaning side, Equinix and Digital Realty add a data-center twist, though Equinix’s recent softness has taken a bit of shine off the fund. Goodman Group has been lagging, acting as a small speed bump. Overall, it’s a sector-concentrated, globally diversified bet on income-producing property.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Welltower8.13%$314.20M$169.83B41.02%
77
Outperform
Prologis6.67%$257.77M$139.18B37.84%
76
Outperform
Equinix5.05%$195.14M$103.36B32.07%
73
Outperform
American Tower3.98%$153.81M$81.29B-18.26%
71
Outperform
Simon Property3.67%$141.68M$74.73B42.75%
70
Outperform
Digital Realty3.46%$133.51M$71.48B9.47%
69
Neutral
Realty Income2.94%$113.52M$60.08B12.90%
70
Outperform
Public Storage2.60%$100.36M$59.20B16.24%
73
Outperform
Ventas2.18%$84.18M$45.74B38.53%
68
Neutral
Goodman Group2.13%$82.48MAU$59.87B-4.93%
54
Neutral

DFGR Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
29.20
Positive
100DMA
28.49
Positive
200DMA
27.61
Positive
Market Momentum
MACD
RSI
STOCH
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For DFGR, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 29.67, equal to the 50-day MA of 29.20, and equal to the 200-day MA of 27.61, indicating a bullish trend. The MACD of ― indicates undefined momentum. The RSI at ― is undefined, neither overbought nor oversold. The STOCH value of ― is undefined, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for DFGR.

DFGR Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$3.88B0.22%
66
Neutral
$5.57B0.75%
53
Neutral
$4.23B0.55%
64
Neutral
$2.91B0.65%
58
Neutral
$1.77B0.75%
64
Neutral
$1.09B1.11%
68
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
DFGR
Dimensional Global Real Estate ETF
29.80
4.06
15.77%
ARKK
Ark Innovation Etf
IDEF
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FWD
AB Disruptors ETF
ARKQ
ARK Autonomous Technology & Robotics ETF
EIPI
FT Energy Income Partners Enhanced Income ETF
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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