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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, well-established real estate leaders like Welltower and Prologis, which show healthy financial performance, strategic growth, and generally stable trading trends. Other major holdings such as Equinix, American Tower, and Public Storage also support the fund’s quality through positive earnings and expansion plans, though several names face risks from high valuations, bearish technical signals, or leverage. The main risk factor is that the ETF is heavily concentrated in the real estate sector, so it is sensitive to property market cycles, interest rates, and sector-specific challenges.
Positive Factors
Strong Recent Performance
The ETF has shown solid gains over the past month, three months, and year to date, indicating positive recent momentum.
Leading Real Estate Holdings
Many of the largest positions, including major data center, healthcare, and logistics real estate companies, have delivered strong year-to-date results that support the fund’s overall performance.
Reasonable Expense Ratio for a Specialized Fund
The fund’s fee is relatively low for a global, actively managed real estate strategy, helping investors keep more of their returns over time.
Negative Factors
Heavy Sector Concentration
With almost all assets in real estate, the ETF is highly sensitive to property market cycles, interest rates, and sector-specific shocks.
High U.S. Market Exposure
A large majority of the portfolio is invested in U.S. companies, which reduces the benefits of global diversification and ties results closely to the U.S. real estate market.
Reliance on a Handful of Large Positions
A small group of top holdings makes up a significant share of the fund, so weak performance in any of these names could have an outsized impact on 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 holdings in the United States. It does not track a specific index, but focuses on the global real estate theme, including commercial, residential, and industrial properties. Well-known holdings include Prologis and Simon Property. Someone might invest in DFGR to add diversification and real estate exposure to their portfolio, with the potential for income and long-term growth. A key risk is that real estate values and stock prices can go up and down with interest rates and the overall market.
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 leaning heavily into global real estate, with a clear tilt toward U.S.-listed giants and a strong tech-flavored twist. Data-center landlords Equinix and Digital Realty are doing the heavy lifting, rising smartly and giving the fund a growthy backbone, while logistics powerhouse Prologis and healthcare-focused Welltower add steady, upbeat momentum. On the flip side, American Tower has been more of a speed bump than a tailwind lately, and Ventas looks mixed. Overall, this is a concentrated real estate play with a global label but U.S. muscle at its core.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Welltower7.34%$250.89M$145.90B40.94%
77
Outperform
Prologis6.88%$234.99M$135.79B37.71%
76
Outperform
Equinix5.65%$193.18M$109.99B36.48%
73
Outperform
American Tower4.29%$146.49M$83.48B-15.12%
71
Outperform
Digital Realty3.60%$123.13M$68.72B30.08%
69
Neutral
Simon Property3.42%$116.87M$66.16B30.38%
70
Outperform
Realty Income3.08%$105.11M$59.75B12.12%
70
Outperform
Public Storage2.51%$85.66M$54.56B5.80%
73
Outperform
Goodman Group2.20%$75.35MAU$59.93B12.06%
54
Neutral
Ventas1.98%$67.70M$40.38B21.22%
68
Neutral

DFGR Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
27.79
Positive
100DMA
27.20
Positive
200DMA
26.74
Positive
Market Momentum
MACD
0.38
Negative
RSI
62.79
Neutral
STOCH
55.74
Neutral
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 27.78, equal to the 50-day MA of 27.79, and equal to the 200-day MA of 26.74, indicating a bullish trend. The MACD of 0.38 indicates Negative momentum. The RSI at 62.79 is Neutral, neither overbought nor oversold. The STOCH value of 55.74 is Neutral, 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
$3.47B0.22%
66
Neutral
$7.20B0.75%
56
Neutral
$3.57B0.55%
59
Neutral
$2.33B0.65%
62
Neutral
$2.14B0.75%
67
Neutral
$1.05B1.11%
66
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
DFGR
Dimensional Global Real Estate ETF
28.57
3.64
14.60%
ARKK
Ark Innovation Etf
IDEF
iShares Defense Industrials Active ETF
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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