DFGRDimensional Global Real Estate ETF
Seeks long-term capital appreciation.
By Dimensional Fund Advisors · Launched 2022
Annual Cost
0.22%
#1,015 of 5,853 · low cost
Fund Size
$3.7B
#528 of 5,853 · large
Return (1Y)Goal
+15.6%
Track Record
3 years
#2,805 of 5,853 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$11,691+16.9%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 10 holdings = 41.0% of fundmoderately concentrated
WELLTOWER INC.
7.8%
PROLOGIS, INC.
6.7%
EQUINIX, INC.
5.4%
AMERICAN TOWER CORPORATION
4.3%
DIGITAL REALTY TRUST, INC.
3.5%
SIMON PROPERTY GROUP, INC.
3.4%
REALTY INCOME CORPORATION
3.0%
PUBLIC STORAGE.
2.4%
GOODMAN GROUP
2.2%
VENTAS, INC.
2.1%
Asset allocation
Stocks
99.6%
Other
0.4%
By sector
Real Estate
99.9%
Financial Services
0.1%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
12.2%Moderate
Year-on-year price swings
Max drawdown
-21.3%Moderate
Worst peak-to-trough loss
Sharpe (3Y)
0.42Below average
Sortino (3Y)
0.60Moderate downside risk
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks long-term capital appreciation.
- Strategy
- Actively manages a portfolio of securities of U.S. and non-U.S. companies in the real estate industry, including REITs and REIT-like entities, across all market capitalizations. The Portfolio aims for long-term capital appreciation by investing in a diverse set of real estate securities.
- Inception date
- December 6, 2022
- Fund family
- Dimensional Fund Advisors
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Data updated on 2026-08-02