- Sector
- Financial Services
- Industry
- Asset Management - Global
- Address
- 6300 Bee Cave Road, Building One Austin TX United States of America 78746
- IPO Date
- Dec 7, 2022
- Business
- Dimensional Global Real Estate ETF (DFGR) is an actively managed exchange-traded fund that invests primarily in a diversified portfolio of equity securities of US and non-US companies engaged in the broad real estate sector, with a focus on real estate investment trusts (REITs) and real estate operating companies; portfolio holdings are weighted toward larger market capitalizations while incorporating systematic strategies to pursue higher expected returns. The fund offers exposure to global real estate equities across sectors such as residential, commercial, industrial, healthcare, and data centers, with top holdings including Welltower Inc., Prologis Inc., American Tower Corp., Equinix Inc., and Simon Property Group Inc.; it maintains approximately 452 holdings, with roughly 73% in US stocks and 26% in non-US stocks. DFGR, issued by Dimensional ETF Trust and managed by Dimensional Fund Advisors LP, a systematic investment firm founded in 1981 and headquartered in Austin, Texas, trades on the NYSE Arca exchange and has grown its net assets to approximately $2.83 billion to $2.94 billion as of late 2025.
Dimensional Fund Advisors LP, the fund's investment advisor, provides a range of low-cost, factor-based investment solutions including mutual funds, ETFs, and model portfolios across equity, fixed income, and real estate asset classes; it operates globally with offices in the US, Canada, UK, Germany, Netherlands, Australia, Singapore, and Japan, serving institutional and individual investors through financial advisors. The firm targets investors seeking broad diversification and enhanced returns through research-driven strategies that tilt toward dimensions such as profitability, value, and size within real estate markets worldwide.
Launched on December 6, 2022, DFGR forms part of Dimensional's expanding suite of active ETFs, which has grown to over 30 funds with nearly $100 billion in assets under management by mid-2023; in 2025, the fund sustained quarterly distributions, declaring $0.1810 per share in June amid interest rate shifts that supported REIT borrowing costs, outperforming its US-focused peer Dimensional Real Estate Core Equity ETF (DFAR). Dimensional Fund Advisors renewed its transfer agency agreement with SS&C Global Investor and Distribution Solutions in March 2025 to enhance client servicing across US and UK fund markets, while partnering with Prudential Financial Inc. and Fiduciary Exchange LLC in January 2025 to introduce protected lifetime income strategies incorporating Dimensional ETFs. These developments reflect ongoing operational enhancements and strategic collaborations supporting the firm's ETF platform amid robust institutional ownership growth, with 239 institutions holding shares valued at over $1.7 billion as of late 2025.