(DFGR) Dimensional Trust - NYSE

ETF Category: Global Real Estate | Exchange: NYSE (USA) | Market Cap: 3.665m USD | Total Return: 14.6% in 12m

REITs, Global Real Estate, Emerging Markets, Developed Markets
Total Rating 64
Safety 71
Buy Signal 0.35
Global Real Estate
Category Rotation: +1.5
TER: 0.22%
AUM: 3.67B
Avg Turnover: 13.3M
Risk 3d forecast
Volatility14.3%
VaR 5th Pctl2.60%
VaR vs Median0.93%
Reward TTM
Sharpe Ratio0.90
Rel. Str. IBD51.8
Rel. Str. Peer Group50
Character TTM
Beta0.252
Beta Downside0.190
Hurst Exponent0.585
Drawdowns 3y
Max DD17.57%
CAGR/Max DD0.60
CAGR/Mean DD2.19

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality

Coming soon
Description: DFGR Dimensional Trust

DFGR is a passively managed ETF that provides exposure to the global real estate sector using a market capitalization weighted strategy. The fund holds a diversified portfolio of U.S. and non-U.S. companies operating in real estate, with a particular emphasis on real estate investment trusts (REITs) and companies considered REIT-like by the Advisor, spanning both developed and emerging markets. It invests in companies across all market capitalizations.

As a market-cap weighted fund, larger real estate companies by total market value receive proportionally greater weight in the portfolio. REITs are publicly traded entities that typically own, operate, or finance income-producing properties such as commercial, residential, industrial, and healthcare facilities, and they generally distribute the majority of their taxable income as dividends to shareholders.

Headlines to Watch Out For
  • Fed rate cuts boost REIT valuations and ETF inflows
  • Global commercial real estate fundamentals drive underlying holdings
  • Currency volatility impacts non-US real estate exposure returns
What is the price of DFGR shares?

As of June 29, 2026, the stock is trading at USD 29.56 with a total of 755,902 shares traded. Over the past week, the price has changed by +3.58%, over one month by +2.44%, over three months by +13.65% and over the past year by +14.64%.

Current recommended Stop Loss: 28.70 (which is 2.9% or 2.4 ATR below the current price).

Is DFGR a buy, sell or hold?

Dimensional Trust has no consensus analysts rating.