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Dfa Real Estate Securities Portfolio Institutional Class (DFREX)

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40.32 -0.03 -0.07%

17/01 - Closed. Currency in USD

Morningstar Rating:
Total Assets: 7.04B

Type: Fund

Market: United States

Issuer: Dimensional Fund Advisors

Underlying: S&P 500 TR

Asset Class: Equity

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DFREX Overview

Find basic information about the Dfa Real Estate Securities Portfolio Institutional Class mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add DFREX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change5.74%

Prev. Close40.35

Risk Rating

TTM Yield2.97%

ROE14.66%

IssuerDimensional Fund Advisors

Turnover1%

ROA3.29%

Inception DateJan 05, 1993

Total Assets7.04B

Expenses0.18%

Min. InvestmentN/A

Market Cap29.93B

CategoryReal Estate

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Dfa Real Estate Securities Portfolio Institutional Class News

Top 5 things to watch in markets in the week ahead By Investing.com - 8 hours ago

Investing.com -- Global investors will finally get to see the market impact of President-elect Donald Trump's return to the White House. Trump's inauguration on Monday as the 47th...

Stock market today: S&P 500 racks up weekly gain ahead of Trump's inauguration By Investing.com - Jan 18, 2025

Investing.com-- The S&P 500 ended a strong week on a high Friday, as bullish bets on stocks continued just days ahead of President-elect Donald Trump inauguration on Monday,...

FREIT declares $0.08 first quarter dividend By Investing.com - Jan 18, 2025

First Real Estate Investment Trust of New Jersey (FREIT) announced on January 16, 2025, that its Board of Directors has declared a first quarter dividend of $0.08 per share on the...

Dfa Real Estate Securities Portfolio Institutional Class Analysis

Increasing Market Risks Signal It’s Time to Be ‘Tactically Bearish’ By Lance Roberts - Jan 18, 2025

In last week’s discussion with Thoughtful Money, I noted that we are becoming more “tactically bearish” as we progress into 2025. While we have remained primarily bullish in...

Gold: Could Yellow Metal Finally Outperform Stocks in 2025? By Gary Tanashian - Jan 18, 2025

Stocks and gold have been “predictable” as we approach Inauguration Day. “Predictable” taking the form of our previous “to or through the election” view for the 2024 bull, which...

S&P 500: Bulls Must Defend Channel Resistance to Unlock Next Leg Higher By Damian Nowiszewski - Jan 17, 2025

US stocks faced pressure as tech leaders underperformed, highlighting cautious market sentiment. Retail sales data added to investor caution amid a volatile week. Futures hint at...

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1055	921	1055	880	1186	1743
Fund Return	5.52%	-7.95%	5.52%	-4.16%	3.47%	5.72%
Place in category	117	175	117	99	93	44
% in Category	50	78	50	47	46	29

Top Equity Funds by Dimensional Fund Advisors

Name	Total Assets	YTD%	3Y%	10Y%
DFA US Core Equity 1 I	36.23B	21.35	8.24	11.96
DFA US Core Equity 2 I	34.43B	20.27	7.92	11.38
DFA International Core Equity I	30.17B	3.99	1.87	5.78
DFA Emerging Markets Core Equity I	26.69B	7.32	1.18	4.84
DFA US Large Cap Value I	24.56B	12.75	5.80	8.59

Top Funds for Real Estate Category

Name	Total Assets	YTD%	3Y%	10Y%
Vanguard REIT Index Adm	20.3B	4.92	-4.69	5.06
Vanguard REIT Index I	9.99B	4.94	-4.67	5.08
Vanguard Real Estate II Index Fund	9.29B	4.99	-4.64	-
Cohen & Steers Instl Realty Shares	7.71B	6.24	-3.40	6.70
Cohen & Steers Real Estate SecuritI	5.04B	6.71	-3.83	6.98

Top Holdings

Name	ISIN	Weight %	Last	Change %
Prologis	US74340W1036	7.69	109.48	-1.31%
American Tower	US03027X1000	6.95	190.39	+0.17%
Equinix	US29444U7000	6.65	915.59	-0.47%
Digital	US2538681030	4.64	178.43	-0.93%
Welltower	US95040Q1040	4.59	129.34	+0.47%

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Neutral	Sell	Neutral
Technical Indicators	BUY	Strong Sell	BUY
Summary	Neutral	Strong Sell	Neutral

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Recent Quotes

	Name	Price	Chg.	Chg. %
	DFA Real Estate S.	40.32	-0.03	-0.07%