DFGR ETF Analysis: Dimensional Trust | NYSE

Global Real Estate | NYSE, USA | Market Cap: 3.852m USD | 12M Return: 16.6% | Charts, Fundamentals & Technical Analysis

REITs, Global Real Estate, Emerging Markets, Developed Markets
Total Rating 63
Safety 76
Buy Signal 0.06
Global Real Estate
Category Rotation: +4.1
TER: 0.22%
AUM: 3.85B
Avg Turnover: 12.3M
Risk 3d forecast
Volatility13.1%
VaR 5th Pctl2.37%
VaR vs Median0.33%
Reward TTM
Sharpe Ratio0.84
Rel. Str. IBD55.2
Rel. Str. Peer Group37.5
Character TTM
Beta0.236
Beta Downside0.175
Hurst Exponent0.537
Drawdowns 3y
Max DD17.57%
CAGR/Max DD0.58
CAGR/Mean DD2.19

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 3.5 years of data

Jan -0.6% 12
Feb +1.5% 40
Mar -3.6% 13
Apr -1.8% 12
May +0.3% 12
Jun +0.1% 12
Jul +1.7% 0
Aug +3.1% 41
Sep +0.1% 0
Oct -4.7% 32
Nov +0.6% 0
Dec -1.6% 11

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

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 July 28, 2026, the stock is trading at USD 30.11 with a total of 309,639 shares traded. Over the past week, the price has changed by +1.14%, over one month by +2.35%, over three months by +6.51% and over the past year by +16.55%.

Current recommended Stop Loss: 29.30 (which is 2.7% or 2.4 ATR below the current price).

Is DFGR a buy, sell or hold?

Dimensional Trust has no consensus analysts rating.