Dfa Real Estate Fund Quote

DFREX Fund  USD 40.32  0.03  0.07%   

Performance

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Odds Of Distress

Less than 21

 
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Dfa Real is trading at 40.32 as of the 17th of January 2025; that is 0.07 percent down since the beginning of the trading day. The fund's open price was 40.35. Dfa Real has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 28th of January 2023 and ending today, the 17th of January 2025. Click here to learn more.
The fund, using a market capitalization weighted approach, purchases readily marketable equity securities of companies whose principal activities include ownership, management, development, construction, or sale of residential, commercial or industrial real estate. More on Dfa Real Estate

Moving together with Dfa Mutual Fund

  0.82O Realty IncomePairCorr
  0.93FR First Industrial RealtyPairCorr
  0.86HR Healthcare Realty TrustPairCorr
  0.89KW Kennedy Wilson HoldingsPairCorr

Moving against Dfa Mutual Fund

  0.4DX Dynex CapitalPairCorr

Dfa Mutual Fund Highlights

Thematic IdeaRealty Funds (View all Themes)
Fund ConcentrationDimensional Fund Advisors Funds, Large Funds, Real Estate Funds, Realty Funds, Real Estate, Dimensional Fund Advisors, Large, Real Estate (View all Sectors)
Update Date31st of December 2024
Dfa Real Estate [DFREX] is traded in USA and was established 17th of January 2025. Dfa Real is listed under Dimensional Fund Advisors category by Fama And French industry classification. The fund is listed under Real Estate category and is part of Dimensional Fund Advisors family. The entity is thematically classified as Realty Funds. This fund currently has accumulated 8.98 B in assets under management (AUM) with no minimum investment requirementsDfa Real Estate is currently producing year-to-date (YTD) return of 0.37% with the current yeild of 0.03%, while the total return for the last 3 years was -3.93%.
Check Dfa Real Probability Of Bankruptcy

Instrument Allocation

Top Dfa Real Estate Mutual Fund Constituents

BXPBoston PropertiesStockReal Estate
VTRVentas IncStockReal Estate
AMTAmerican Tower CorpStockReal Estate
AREAlexandria Real EstateStockReal Estate
AVBAvalonBay CommunitiesStockReal Estate
CCICrown CastleStockReal Estate
DLRDigital Realty TrustStockReal Estate
EQIXEquinixStockReal Estate
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Dfa Real Top Holders

SPUSXSymmetry Panoramic EquityMutual FundLarge Blend
DFGPXDfa Gb Aln575r2Mutual FundAllocation--15% to 30% Equity
DGTSXGlobal Allocation 2575Mutual FundAllocation--15% to 30% Equity
DFGEXDfa Global RealMutual FundGlobal Real Estate
DGERXDfa Global EqMutual FundWorld Large-Stock Blend
SPGEXSymmetry Panoramic GlobalMutual FundWorld Large-Stock Blend
DGEIXGlobal Equity PortfolioMutual FundWorld Large-Stock Blend
SPGTXSymmetry Panoramic TaxMutual FundWorld Large-Stock Blend
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Dfa Real Estate Risk Profiles

Dfa Real Against Markets

Other Information on Investing in Dfa Mutual Fund

Dfa Real financial ratios help investors to determine whether Dfa Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Dfa with respect to the benefits of owning Dfa Real security.
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