Dimensional Global Real Estate ETF
DFGR
Market cap $2.14B

28.47 USD

-0.19

0.66%

At close Oct 17, 4:00 PM EDT

1 day

-0.66%

5 days

2.12%

1 month

-1.56%

3 months

6.95%

6 months

21.30%

Year to date

9.12%

1 year

26.20%

5 years

14.57%

0

Funds holding %

of 6,740 funds

–

Analysts bullish %

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

338% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 26

333% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 6

16% more funds holding in top 10

Funds holding in top 10: 19 [Q1] → 22 (+3) [Q2]

13% more funds holding

Funds holding: 156 [Q1] → 176 (+20) [Q2]

7% more capital invested

Capital invested by funds: $1.22B [Q1] → $1.31B (+$89M) [Q2]

1.31% less ownership

Funds ownership: 76.3% [Q1] → 74.99% (-1.31%) [Q2]

See Fund Rankings

Research analyst outlook

We haven’t received any recent analyst ratings for DFGR.

See Analyst Rankings

Financial journalist opinion

The State Of REITs: July 2024

The REIT sector continued to recover in June with a +1.12% average total return, but closed out the first half of the year in the red (-3.86%). Micro cap REITs (-3.79%) averaged a negative total return in June, but small caps (+1.01%), mid-caps (+2.29%) and large caps (+2.88%) finished in the black. 65.58% of REIT securities had a positive total return in June.

The State Of REITs: July 2024

The State Of REITs: June 2024 Edition

After a rough start to the year, REITs partially bounced back in May with a +2.51% average total return. Small-cap REITs (-0.48%) averaged a negative return in May, but micro caps (+5.09%), large caps (+4.28%) and mid caps (+3.35%) were solidly in the black. 74.03% of REIT securities had a positive total return in May.

The State Of REITs: June 2024 Edition

The State Of REITs: May 2024 Edition

With a -4.27% average total return in April, REITs have now seen declines in 3 of the first 4 months of 2024. Micro caps (-2.71%) and small caps (-2.87%) averaged low single digit declines in April, while mid-caps (-5.36%) and large caps (-5.99%) performed even worse. 78.71% of REIT securities had a negative total return in April.

The State Of REITs: May 2024 Edition

The State Of REITs: April 2024 Edition

REITs bounced back from a rough start to the year with a strong +3.26% average total return in March. Mid cap (+5.04%), small cap (+3.90%) and large cap REITs (+2.32%) averaged gains in March, while micro caps (-0.32%) saw yet another month in the red. 78.06% of REIT securities had a positive total return in March.

The State Of REITs: April 2024 Edition

The State Of REITs: March 2024 Edition

REITs fell slightly deeper into the red in 2024 with a -0.81% total return in February. Mid cap (+1.46%) and large cap REITs (+1.04%) averaged gains in February outperforming small caps (-1.33%) and micro caps (-6.98%). Only 50.64% of REIT securities had a positive total return in February.

The State Of REITs: March 2024 Edition

The State Of REITs: February 2024 Edition

The REIT sector had a rough start to 2024 with a -5.72% total return in January. Large cap REITs (-4.79%) outperformed their smaller peers in January. Micro cap REITs (-8.39%) averaged the steepest declines. Only 9.55% of REIT securities had a positive total return in January.

The State Of REITs: February 2024 Edition

The State Of REITs: January 2024 Edition

The REIT sector closed the year out strong with a +11.40% total return in December, pushing into positive territory for the full year (+8.66%). Small cap REITs (+13.39%) outperformed in December. Large cap REITs (+9.55%) averaged a lower return than their smaller peers. 90.79% of REIT securities had a positive total return in December with 66.25% in the black for the full year.

The State Of REITs: January 2024 Edition

The State Of REITs: November 2023 Edition

REITs averaged a -5.31% total return in October and have now fallen to a double-digit negative total return year to date (-10.46%). Large cap REITs (-2.24%) outperformed their smaller peers in October. Micro caps (-11.32%) extended their streak of severe underperformance. 26.80% of REIT securities had a positive total return in October with just 25.00% in the black year to date.

The State Of REITs: November 2023 Edition

See News Rankings

Charts implemented using Lightweight Charts™