DFA Real Estate Securities Portfolio (DFREX) Research
This portfolio employs a market capitalization weighting methodology, primarily seeking to acquire liquid equity securities from entities whose core operations involve the real estate sector. These activities encompass the acquisition, administration, development, construction, or marketing of residential, commercial, and industrial properties. Specifically, the fund predominantly allocates its capital to select Real Estate Investment Trusts (REITs), businesses focused on residential homebuilding, and non-partnership firms primarily engaged in the development of commercial real estate projects.
Market snapshot
- Symbol
- DFREX
- Price
- $44.58
- Day change
- -0.07%
- Market cap
- $6.9B
- 52-week range
- 39.35-46.05
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- BlackRock Science and Technology Opportunities Portf Investor A (BGSAX)
- BlackRock Mid-Cap Growth Equity Portfolio Institutional Shares (CMGIX)
- DFA U.S. Micro Cap Portfolio (DFSCX)
- ClearBridge International Growth I (LMGNX)
- Mutual Shares Corporation Cl Z (Series of Franklin Mutual Ser Fd Inc.) (MUTHX)
- Davis NY Venture A (NYVTX)
- T. Rowe Price Intl Bd (USD Hdgd) I (TNBMX)
- Invesco Equally-Wtd S&P 500 R (VADRX)
Open DFA Real Estate Securities Portfolio (DFREX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.