DFREX Mutual Fund
DFREX Mutual Fund
DFA Real Estate Securities Portfolio
DFREX Mutual Fund Overview
DFREX Mutual Fund (DFA Real Estate Securities Portfolio) is managed by Dimensional with $7.24B in net assets. DFREX expense ratio is 0.18%, holding 136 positions across sectors including Real Estate, Unknown, Industrials. Inception date: 1993-01-05.
DFREX performance shows a YTD return of 14.68%. The 1-year return is 14.60% and the 5-year return is 3.55%. DFREX dividend yield stands at 2.81%, paid quarterly.
DFREX top holdings include Welltower Inc Health Care (7.5%), Prologis Inc (7.1%), American Tower Corp (5.8%), Equinix, Inc. (4.8%), Digital Realty Trust Inc (4.7%). View all DFREX holdings, sector breakdown, or dividend history.
DFREX can be compared against other funds using the overlap calculator or side-by-side comparison tool. DFREX alternatives are available via the screener, along with tax-loss harvesting opportunities.