Dimensional Global Real Estate Trust

Overview

Dimensional Global Real Estate Trust is a fund managed by Dimensional Fund Advisors, focusing on global real estate investments. The fund aims to provide long-term capital growth by gaining exposure to a diversified portfolio of listed international and Australian real estate securities. It employs a market capitalization weighted approach, investing in companies of all sizes across developed and emerging markets, with a particular focus on real estate investment trusts (REITs) and companies considered to be REIT-like entities. The fund is actively managed, with portfolio holdings weighted by market capitalization. As of June 30, 2025, the fund had assets under management of $2.5 billion and an expense ratio of 0.22%. The fund's inception date was December 6, 2022. The fund's top holdings include Welltower Inc., Prologis Inc., Equinix Inc., American Tower Corporation, and Simon Property Group Inc. The fund is domiciled in the United States and is managed by Dimensional Fund Advisors LP, with co-management by DFA Australia Limited and Dimensional Fund Advisors Ltd. The fund's ticker symbol is DFGR, and it is traded on the NYSE ARCA exchange. The fund's benchmark is the S&P Global REIT Index (net dividends).

Investment Focus

• Initial investment: $25,000
• Additional investment: $5,000
• Withdrawal: $5,000
• Switch: Nil

Portfolio Companies