DR

DFA REAL ESTATE SECURITIES PORTFOLIO | DFREX

Mutual Fund
DFA INVESTMENT DIMENSIONS GROUP INC
Last update 2025-03-26 135 Stocks (0 new)
Value $7.00 Bil Turnover 1 %
Countries:
Top Holdings: PLD(8.54%)EQIX(6.88%)AMT(6.80%)WELL(4.89%)SPG(4.56%)
Summary Stock Picks Current Portfolio
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 Inc2024-10-31Reduce
-0.49%
●
111.04 ($124.38) 138.45
$154.45
24.18%
Reduce -10.6%
2,700,340
-320,147
PLD 		Prologis Inc2024-10-31Reduce
-0.17%
●
112.94 ($123.95) 132.4
$108.79
-12.23%
Reduce -1.91%
5,114,730
-99,817
CURB 		Curbline Properties Corp2024-10-31New Buy
+0.15%
●
19.85 ($22.97) 24.35
$22.79
-0.78%
New holding
491,296
491,296
AMT 		American Tower Corp2024-10-31Reduce
-0.10%
●
212.91 ($227.32) 242.83
$212.54
-6.50%
Reduce -1.22%
2,583,666
-31,942
VICI 		VICI Properties Inc2024-10-31Add
+0.10%
●
30.76 ($32.65) 34.06
$31.47
-3.61%
Add 4.03%
5,838,845
226,368
EQC 		Equity Commonwealth2024-10-31Reduce
-0.09%
●
19.68 ($20.05) 20.41
$1.58
-92.12%
Reduce -53.24%
275,435
-313,658
HR 		Healthcare Realty Trust Inc2024-10-31Reduce
-0.07%
●
17.07 ($17.82) 18.78
$14.45
-18.91%
Reduce -12.84%
1,850,026
-272,593
SBAC 		SBA Communications Corp2024-10-31Add
+0.06%
●
212.91 ($233.49) 249.31
$225.68
-3.34%
Add 3.53%
601,854
20,537
DOC 		Healthpeak Properties Inc2024-10-31Reduce
-0.06%
●
20.74 ($22.14) 23.12
$17.26
-22.04%
Reduce -5.3%
3,750,203
-209,885
O 		Realty Income Corp2024-10-31Reduce
-0.05%
●
58.01 ($61.77) 64.71
$56.00
-9.34%
Reduce -1.38%
4,806,087
-67,008

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 2025-01-31

DFA REAL ESTATE SECURITIES PORTFOLIO's Yearly Returns

Year Portfolio % % Excess Gain %

DFA REAL ESTATE SECURITIES PORTFOLIO News

  • 1

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