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DFGRDimensional Global Real Estate ETF

Grow my money#355 of 2944 for Grow my money

Seeks long-term capital appreciation through investments in global real estate securities.

Dimensional Fund Advisors · Since 2022 (3 years)

Annual Cost

0.22%

#941 out of 5,332 ETFs

Fund Size

$3.2B

#507 out of 5,332 ETFs

Dividend Yield

4.23%

Track Record

3 years

#2961 out of 5,332 ETFs

Performance

1 Year

+14.2%

3 Years

+9.6%

5 Years

N/A

What's inside

Asset class
Strategy
active selection
Focus
Real Assets

Asset allocation

Stocks
99.6%
Other
0.4%

Sector breakdown

Real Estate
99.7%
Financial Services
0.1%
Technology
0.1%
Healthcare
0.0%
Industrials
0.0%
Consumer Cyclical
0.0%
Communication
0.0%

Top holdings

Welltower IncWELL7.7%
Prologis IncPLD6.9%
Equinix IncEQIX5.4%
American Tower CorpAMT4.5%
Digital Realty Trust IncDLR3.4%
Simon Property Group IncSPG3.4%
Realty Income CorpO3.2%
Public StoragePSA2.4%
Ventas IncVTR2.1%
Crown Castle IncCCI2.0%

Risk profile

Volatility (1Y)

12.0%

Moderate

Max drawdown

-21.3%

Worst peak-to-trough loss

Sharpe (3Y)

0.45

Below average

Sortino (3Y)

0.64

Moderate downside risk

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Data updated on 2026-05-05