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DFA Global Real Estate Securities Port (DFGEX)

11.31 0.00 (0.00%)
At close: October 30 at 8:08:19 PM EDT
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  • Previous Close 11.31
  • YTD Return 4.11%
  • Expense Ratio 0.22%
  • Category Global Real Estate
  • Last Cap Gain --
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Net Assets 7.07B
  • Beta (5Y Monthly) 0.97
  • Yield 3.91%
  • 5y Average Return --
  • Holdings Turnover 4.00%
  • Last Dividend 0.43
  • Inception Date Jun 4, 2008

The Portfolio seeks to achieve exposure to a broad portfolio of securities of U.S. and non-U.S. companies in the real estate industry, with a focus on real estate investment trusts ("REITs") or companies that the Advisor considers to be REIT-like entities. It may pursue its investment objective by investing its assets in the DFA Real Estate Securities Portfolio, DFA International Real Estate Securities Portfolio (the "underlying funds"), and/or directly in securities of companies in the real estate industry.

Dimensional Fund Advisors

Fund Family

Global Real Estate

Fund Category

7.07B

Net Assets

2008-06-04

Inception Date

Performance Overview

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Trailing returns as of 10/30/2026. Category is Global Real Estate.

YTD Return

DFGEX
4.11%
Category
14.32%

1-Year Return

DFGEX
2.85%
Category
32.33%

3-Year Return

DFGEX
10.28%
Category
7.75%

5-Year Return

DFGEX
1.35%
Category
6.57%

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