Dfa Real Estate Fund Quote

DFREX Fund  USD 41.07  0.16  0.39%   

Performance

Modest

 
Weak
 
Strong

Odds Of Distress

Low

 
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Low
Dfa Real is trading at 41.07 as of the 19th of March 2025; that is 0.39 percent down since the beginning of the trading day. The fund's open price was 41.23. Dfa Real has about a 21 % 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. The performance scores are derived for the period starting the 19th of December 2024 and ending today, the 19th of March 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 Income Sell-off TrendPairCorr
  0.78DX Dynex CapitalPairCorr
  0.9FR First Industrial RealtyPairCorr

Moving against Dfa Mutual Fund

  0.58PK Park Hotels ResortsPairCorr
  0.56PW Power REITPairCorr
  0.32RC Ready Capital CorpPairCorr

Dfa Mutual Fund Highlights

Fund ConcentrationDimensional Fund Advisors Funds, Large Funds, Real Estate Funds, Real Estate, Dimensional Fund Advisors, Large, Real Estate (View all Sectors)
Update Date31st of March 2025
Dfa Real Estate [DFREX] is traded in USA and was established 19th of March 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. 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 0.92% with the current yeild of 0.03%, while the total return for the last 3 years was -0.14%.
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
DGTSXGlobal Allocation 2575Mutual FundAllocation--15% to 30% Equity
DFGEXDfa Global RealMutual FundGlobal Real Estate
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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