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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.22% 0.11% 2.885B 393146.9
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
4.17% 5.00% 710.49M Upgrade

Basic Info

Investment Strategy
The Fund seeks long-term capital appreciation. It uses a market capitalization weighted approach, purchases a broad and diverse set of securities of U.S. and non-U.S. companies engaged in the real estate industry, including developed and emerging markets, with a particular focus on REITs and be REIT-like entities.
General
Security Type Exchange-Traded Fund
Broad Asset Class Sector Equity
Broad Category Equity
Global Peer Group Equity Sector Real Estate Global
Peer Group Global Real Estate Funds
Global Macro --
US Macro World Sector Equity Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Global Real Estate Funds
Fund Owner Firm Name Dimensional
Broad Asset Class Benchmark Index
^MSWNTR 100.0%

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Performance Versus Peer Group

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
--
--
--
--
--
--
--
Total Return (NAV)
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--
--
--
--
--
--
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Peer Group Rtn. (NAV)
--
--
--
--
--
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--
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% Rank in Peer Group (NAV)
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Annual Total Returns Versus Peers

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Name
2018
2019
2020
2021
2022
2023
2024
YTD
--
--
--
--
--
9.63%
1.89%
6.19%
-8.71%
27.67%
15.90%
21.82%
-18.14%
23.79%
18.67%
20.21%
-5.99%
21.18%
-10.40%
31.03%
-25.11%
10.94%
1.74%
7.39%
-5.26%
24.39%
-10.55%
32.42%
-24.07%
10.31%
2.65%
6.35%
--
--
--
13.16%
-24.55%
9.15%
0.52%
6.98%
--
--
--
--
--
10.26%
0.62%
8.27%
As of December 10, 2025.

Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.00%
Stock 99.62%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.38%
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Basic Info

Investment Strategy
The Fund seeks long-term capital appreciation. It uses a market capitalization weighted approach, purchases a broad and diverse set of securities of U.S. and non-U.S. companies engaged in the real estate industry, including developed and emerging markets, with a particular focus on REITs and be REIT-like entities.
General
Security Type Exchange-Traded Fund
Broad Asset Class Sector Equity
Broad Category Equity
Global Peer Group Equity Sector Real Estate Global
Peer Group Global Real Estate Funds
Global Macro --
US Macro World Sector Equity Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Global Real Estate Funds
Fund Owner Firm Name Dimensional
Broad Asset Class Benchmark Index
^MSWNTR 100.0%

View Basic Info
Start Trial

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