Dfa Real Estate Fund Quote

DFREX Fund  USD 43.61  0.26  0.60%   

Performance

2 of 100

 
Weak
 
Strong
Weak

Odds Of Distress

Less than 22

 
High
 
Low
Low
Dfa Real is trading at 43.61 as of the 25th of November 2024; that is 0.60 percent up since the beginning of the trading day. The fund's open price was 43.35. Dfa Real has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Dfa Real Estate are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 4th of February 2023 and ending today, the 25th of November 2024. 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

  0.75HR Healthcare Realty TrustPairCorr

Moving against DFA Mutual Fund

  0.45PW Power REITPairCorr

DFA Mutual Fund Highlights

Fund ConcentrationDimensional Fund Advisors Funds, Large Funds, Real Estate Funds, Real Estate, Dimensional Fund Advisors (View all Sectors)
Update Date30th of September 2024
Dfa Real Estate [DFREX] is traded in USA and was established 25th of November 2024. 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. 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 12.65% with the current yeild of 0.03%, while the total return for the last 3 years was 0.35%.
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.
Fundamental Analysis
View fundamental data based on most recent published financial statements
Piotroski F Score
Get Piotroski F Score based on the binary analysis strategy of nine different fundamentals