Dfa Real Estate Securities PortfolioDFREX
Type
Mutual fund
Peer group
US equity: Real Estate
Net assets
$7.0B
Expense ratio
0.18%
1-year return
+11.8%
3 years, a year
+10.2%
5 years, a year
+2.1%
Holdings
133
What it aims to do.
The investment objective of the DFA Real Estate Securities Portfolio (the Portfolio) is to achieve long-term capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| WELL Welltower Inc | 7.49% |
| PLD Prologis Inc | 6.97% |
| EQIX Equinix Inc | 5.41% |
| SPG Simon Property Group Inc | 4.64% |
| JOBY Dimensional Holdings Inc. | 4.60% |
| AMT American Tower Corp | 4.43% |
| O Realty Income Corp | 4.42% |
| DLR Digital Realty Trust Inc | 4.40% |
| The DFA Investment Trust Company | 4.20% |
| PSA Public Storage | 3.69% |
More on DFREX.
- DFREX overview
- DFREX holdings
- DFREX risk
- DFREX costs
- DFREX money in and out
- DFREX share classes
- Compare DFREX with other funds
Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.