The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.
Dimensional Global Real Estate ETF DFGR
Morningstar’s Analysis DFGR
Will DFGR outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 37.2
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Prologis Inc | 6.13 | 128.6 Mil | Real Estate |
American Tower Corp | 5.82 | 122.1 Mil | Real Estate |
Equinix Inc | 4.52 | 94.7 Mil | Real Estate |
Welltower Inc | 4.18 | 87.6 Mil | Real Estate |
Public Storage | 3.03 | 63.6 Mil | Real Estate |
Simon Property Group Inc | 2.98 | 62.5 Mil | Real Estate |
Realty Income Corp | 2.94 | 61.6 Mil | Real Estate |
Digital Realty Trust Inc | 2.79 | 58.6 Mil | Real Estate |
Crown Castle Inc | 2.44 | 51.2 Mil | Real Estate |
Goodman Group | 2.40 | 50.4 Mil | Real Estate |