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Chart Dimensional US Real Estate ETF
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| 10 year return | 0 |
| 3 year return | 0 |
| 5 year return | 0 |
| Annual return | 4.82 |
| Asset size | Multi-Cap |
| Asset type | Equity |
| Average P/BV | 2.41 |
| Average P/E | 59.05 |
| Average P/S | 6.98 |
| Beta | -0.0422 |
| Commission | 0.19 |
| Country | USA |
| Currency | usd |
| Div. yield | 3.4 |
| Focus | Real Estate |
| Foundation date | 2022-02-23 |
| ISIN code | US25434V8239 |
| ISO country | US |
| Index | ACTIVE - No Index |
| Number of companies | 49 |
| Owner | Dimensional |
| Region | North America |
| Region | U.S. |
| Strategy | Active |
| Top 10 issuers, % | 48.91 |
| Website | link |
| segment | Equity: U.S. Real Estate |
| Change per day | 0% 24.77 $ |
| Change per week | -1.98% 25.27 $ |
| Change per month | -0.76% 24.96 $ |
| Change per 3 month | +7.98% 22.94 $ |
| Change per half year | +6.4% 23.28 $ |
| Change per year | +4.82% 23.63 $ |
| Change per year to date | +3.47% 23.94 $ |
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Top companies
| Title | Industry | Share, % | P/BV | P/S | P/E | EV/Ebitda | Dividend yield | |
| #1 |
 Welltower |
Real Estate | 7.8745 | 3.36 | 13.06 | 151.05 | 48.51 | 1.59 |
| #2 |
 Prologis |
Real Estate | 7.0766 | 1.71 | 12.22 | 26.86 | 17.31 | 3.16 |
| #3 |
 Equinix, Inc. (REIT) |
Real Estate | 5.1752 | 0.93 | 1.43 | 9.79 | 15.8 | 2.2 |
| #4 |
 American Tower Corporation |
Real Estate | 4.9482 | 8.83 | 8.41 | 37.77 | 17.77 | 3.27 |
| #5 |
 Digital Realty |
Real Estate | 4.8223 | 2.52 | 10.52 | 96.97 | 25.3 | 3 |
| #6 |
 Realty Income |
Real Estate | 4.681 | 1.18 | 8.77 | 53.71 | 16.76 | 5.48 |
| #7 |
 Simon Property |
Real Estate | 4.4736 | 15.48 | 9.34 | 23.5 | 15.76 | 4.57 |
| #8 |
 Public Storage |
Real Estate | 3.6825 | 5.31 | 11.09 | 25.13 | 17.39 | 4.07 |
| #9 |
 Ventas |
Real Estate | 3.1315 | 3.19 | 6.85 | 159.02 | 22.03 | 2.55 |
| #10 |
 Crown Castle International |
Real Estate | 3.0481 | -292.97 | 5.93 | -11.38 | -55.16 | 6.57 |
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| Title | Class | Category | Commission | Annual return |
| Equity | 0.17 | 14.7 | ||
| Equity | 0.21 | 17.69 | ||
| Equity | 0.28 | 18.51 | ||
| Equity | 0.09 | 13.2 | ||
| Equity | 0.27 | 23.89 | ||
| Equity | 0.28 | 20.38 | ||
| Equity | 0.23 | 18.8 | ||
| Equity | 0.18 | 17.18 | ||
| Equity | 0.12 | 13.64 | ||
| Equity | 0.22 | 10.9 | ||
| Equity | 0.39 | 21.49 | ||
| Equity | 0.31 | 21.07 | ||
| Bond | 0.16 | 0.71 | ||
| Equity | 0.29 | 14.62 | ||
| Equity | 0.22 | 17.46 | ||
| Equity | 0.42 | 25.21 | ||
| Equity | 0.39 | 19.9 | ||
| Equity | 0.22 | 3.89 | ||
| Bond | 0.17 | 2.53 | ||
| Equity | 0.18 | 12.5 | ||
| Equity | 0.43 | 23.91 | ||
| Bond | 0.11 | 1.21 | ||
| Equity | 0.24 | 14.1 | ||
| Bond | 0.24 | 0.22 | ||
| Equity | 0.41 | 24.89 | ||
| Equity | 0.41 | 26.14 | ||
| Bond | 0.17 | 1.98 |
Description Dimensional US Real Estate ETF
The portfolio, using a market capitalization weighted approach, will concentrate investments in readily marketable equity securities of companies whose principal activities include ownership, management, development, construction, or sale of residential, commercial or industrial real estate. The Portfolio will principally invest in equity securities of companies in certain REITs and companies engaged in residential construction and firms, except partnerships, whose principal business is to develop commercial property.
Based on sources: porti.ru
