DR

DFA REAL ESTATE SECURITIES PORTFOLIO | DFREX

Mutual Fund
DFA INVESTMENT DIMENSIONS GROUP INC
Last update 2025-06-29 134 Stocks (0 new)
Value $6.87 Bil Turnover 1 %
Countries:
Top Holdings: AMT(8.44%)PLD(7.30%)EQIX(6.55%)WELL(4.85%)DLR(4.31%)
Summary Stock Picks Current Portfolio
DFA REAL ESTATE SECURITIES POR... Top Holdings of 2025-04-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AMT
American Tower Corp
2,573,649
580,126.2
-0.05%
8.440
0%
0.550
+3.27%
+23.75%
104,563.4
REITs
PLD
Prologis Inc
4,908,197
501,617.7
-2.13%
7.300
-0.18%
0.530
+10.90%
+6.16%
102,229.6
REITs
EQIX
Equinix Inc
522,843
450,037.1
-0.79%
6.550
-0.05%
0.530
-1.14%
-17.94%
74,894.1
REITs
WELL
Welltower Inc
2,183,260
333,143.6
-12.99%
4.850
-0.64%
0.330
+8.69%
+26.15%
103,030.1
REITs
DLR
Digital Realty Trust Inc
1,843,561
295,965.3
+0.76%
4.310
+0.03%
0.550
+17.55%
-0.95%
58,258.2
REITs
O
Realty Income Corp
4,900,998
283,571.7
+3.56%
4.130
+0.14%
0.540
+0.59%
+9.92%
51,285.9
REITs
SPG
Simon Property Group Inc
1,743,751
274,431.5
-5.02%
3.990
-0.23%
0.530
+10.50%
-3.83%
52,707.9
REITs
PSA
Public Storage
866,192
260,230.1
-0.97%
3.790
-0.04%
0.490
-0.21%
-2.71%
50,094.4
REITs
CCI
Crown Castle Inc
2,373,205
250,990.2
-2.52%
3.650
-0.08%
0.540
+3.61%
+17.52%
45,196.3
REITs
VICI
VICI Properties Inc
5,508,215
176,373.0
-4.18%
2.570
-0.10%
0.520
+4.46%
+16.16%
34,903.0
REITs

DFA REAL ESTATE SECURITIES PORTFOLIO's Historical Top Holdings Breakdowns

DFA REAL ESTATE SECURITIES PORTFOLIO's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
WELL
Welltower Inc
2025-04-30
Reduce
Reduce
-0.64%
●
136.48 ($147.68) 156.86
$157.55
6.68%
Reduce -12.99%
2,183,260
-325,912
SPG
Simon Property Group Inc
2025-04-30
Reduce
Reduce
-0.23%
●
140.37 ($167.46) 187.78
$161.47
-3.58%
Reduce -5.02%
1,743,751
-92,241
PLD
Prologis Inc
2025-04-30
Reduce
Reduce
-0.18%
●
89.76 ($111.73) 124.04
$110.17
-1.40%
Reduce -2.13%
4,908,197
-106,899
O
Realty Income Corp
2025-04-30
Add
Add
+0.14%
●
52.27 ($56.22) 58.52
$56.79
1.01%
Add 3.56%
4,900,998
168,449
AVB
AvalonBay Communities Inc
2025-04-30
Reduce
Reduce
-0.11%
●
187.23 ($212.35) 228.08
$201.86
-4.94%
Reduce -4.37%
762,075
-34,833
VICI
VICI Properties Inc
2025-04-30
Reduce
Reduce
-0.10%
●
29.41 ($31.55) 32.97
$33.03
4.69%
Reduce -4.18%
5,508,215
-240,583
VTR
Ventas Inc
2025-04-30
Add
Add
+0.09%
●
59.57 ($66.6) 70.47
$65.50
-1.65%
Add 3.63%
2,405,505
84,176
CCI
Crown Castle Inc
2025-04-30
Reduce
Reduce
-0.08%
●
87.96 ($97.44) 107.06
$103.79
6.52%
Reduce -2.52%
2,373,205
-61,396
BXP
BXP Inc
2025-04-30
Reduce
Reduce
-0.07%
●
56.86 ($67.22) 73.14
$70.10
4.28%
Reduce -7.83%
768,546
-65,320
PECO
Phillips Edison & Co Inc
2025-04-30
Add
Add
+0.07%
●
33.53 ($35.79) 37.33
$34.79
-2.79%
Add 26.06%
629,521
130,152

DFA REAL ESTATE SECURITIES PORTFOLIO Total Holding History ($B)

To

DFA REAL ESTATE SECURITIES PORTFOLIO's Asset Allocation

To

DFA REAL ESTATE SECURITIES PORTFOLIO Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

DFA REAL ESTATE SECURITIES PORTFOLIO's Hypothetical Growth since 2025-04-30

DFA REAL ESTATE SECURITIES PORTFOLIO's Yearly Returns

Year Portfolio % % Excess Gain %

DFA REAL ESTATE SECURITIES PORTFOLIO's Holdings Heat Map

Size field:

DFA REAL ESTATE SECURITIES PORTFOLIO's Holdings Bubble Chart

DFA REAL ESTATE SECURITIES PORTFOLIO News

  • 1

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