DFREX Mutual Fund

DFREX Mutual Fund (DFA Real Estate Securities Portfolio) is managed by Dimensional with $8.16B in net assets. DFREX expense ratio is 0.18%, holding 128 positions across sectors including Real Estate, Industrials, Communication Services. Inception date: 1993-01-05.

DFREX performance shows a YTD return of 13.82%. The 1-year return is 11.82% and the 5-year return is 2.15%. DFREX dividend yield stands at 2.83%, paid quarterly.

DFREX top holdings include Welltower, Inc. (7.6%), Prologis Inc (6.4%), Equinix Inc. Real Estate Investment Trust (4.8%), Simon Property Group Inc (4.7%), The Dfa Investment Trust Company (4.5%). Go to all DFREX holdings, DFREX sectors, or DFREX dividends.

DFREX can be compared against other funds. Use DFREX overlap to find shared positions, or DFREX vs another fund for a side-by-side view. DFREX alternatives are available via the screener, along with tax-loss harvesting opportunities.