Dimensional Global Real Estate ETF (V511)

Overview

The Portfolio is an investment entity that utilizes a market capitalization weighted strategy to acquire a diverse collection of securities. It targets organizations primarily active within the global real estate industry. This includes a significant concentration on Real Estate Investment Trusts (REITs) and entities that the Advisor identifies as having similar characteristics to REITs. The investment approach does not discriminate by company size, enabling the Portfolio to invest in both large and small companies across developed and emerging markets worldwide.

Products and Services

• Market Capitalization Weighted Investments

  This approach involves buying securities in a manner proportional to their market cap, ensuring a diversified and balanced investment in the real estate sector. It allows the Portfolio to spread its investments effectively across various companies and real estate projects, reducing the risk associated with concentrating investments in a few large entities.

• Global Real Estate Securities

  The Portfolio acquires a wide assortment of securities linked to the real estate industry not only within the United States but also in international markets. This includes areas offering growth opportunities, such as developed markets with stable real estate industries and emerging markets with high growth potential in the real estate sector.

• Focus on REITs and REIT-like Entities

  Special attention is given to Real Estate Investment Trusts and companies with similar operational models. By investing in REITs and entities that exhibit REIT-like qualities, the Portfolio is able to tap into income-generating real estate assets, providing investors with potential dividend income alongside capital appreciation opportunities.

• Investments Across All Company Sizes

  The Portfolio's investment strategy includes companies of all sizes, from small start-ups to multinational corporations. This diversified approach allows the Portfolio to take advantage of growth opportunities in dynamic and smaller companies while also investing in the stability of large, established firms within the real estate industry.