DG
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DFA Global Real Estate Securities PortfolioMutual Fund | |
DFA INVESTMENT DIMENSIONS GROUP INC | |
Last update 2024-06-26 | 133 Stocks (2 new) |
Value $5.54 Bil | Turnover 1 % |
Portfolio Report |
DFA Global Real Estate Securit... Top Holdings of 2024-07-31
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
PLD | Prologis Inc | 4,100,576 | 516877.600 | 0% | 9.330 | 0% | 0.440 | -3.08% | -12.13% | 105982.205 | REITs | |
AMT | American Tower Corp | 1,933,426 | 426127.090 | -6.38% | 7.690 | -0.46% | 0.410 | -4.77% | +1.51% | 99929.838 | REITs | |
EQIX | Equinix Inc | 397,855 | 314400.940 | -4.71% | 5.680 | -0.28% | 0.420 | +18.93% | +14.61% | 87706.797 | REITs | |
WELL | Welltower Inc | 2,304,870 | 256416.790 | 0% | 4.630 | 0% | 0.380 | +22.38% | +52.63% | 84137.808 | REITs | |
SPG | Simon Property Group Inc | 1,349,345 | 207043.500 | -6.18% | 3.740 | -0.25% | 0.410 | +19.28% | +27.06% | 56899.644 | REITs | |
DLR | Digital Realty Trust Inc | 1,353,023 | 202263.410 | 0% | 3.650 | 0% | 0.410 | +26.26% | +37.82% | 60046.616 | REITs | |
O | Realty Income Corp | 3,402,839 | 195425.090 | 0% | 3.530 | 0% | 0.390 | +0.68% | +7.32% | 51479.088 | REITs | |
PSA | Public Storage | 651,506 | 192793.660 | -6.90% | 3.480 | -0.25% | 0.370 | +13.11% | +15.04% | 59642.007 | REITs | |
CCI | Crown Castle Inc | 1,731,349 | 190586.900 | -9.81% | 3.440 | -0.36% | 0.400 | -0.56% | -1.45% | 47240.825 | REITs | |
VICI | VICI Properties Inc | 4,772,428 | 149186.100 | +3.29% | 2.690 | +0.09% | 0.460 | +5.52% | +4.83% | 33775.740 | REITs |
DFA Global Real Estate Securities Portfolio's Historical Top Holdings Breakdowns
DFA Global Real Estate Securities Portfolio's Top Stock Picks
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Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
AIRC | Apartment Income REIT Corp | 2024-07-31 | Sold Out | -0.54% | 38.46 ($38.76) 39.09 | $39.08 | 0.83% | Sold Out | 0 | -693,170 | |
AMT | American Tower Corp | 2024-07-31 | Reduce | -0.46% | 178.69 ($196.62) 223.05 | $213.85 | 8.76% | Reduce -6.38% | 1,933,426 | -131,861 | |
CCI | Crown Castle Inc | 2024-07-31 | Reduce | -0.36% | 95.29 ($100.45) 110.08 | $108.70 | 8.21% | Reduce -9.81% | 1,731,349 | -188,361 | |
EQIX | Equinix Inc | 2024-07-31 | Reduce | -0.28% | 692.71 ($767.32) 812.62 | $908.99 | 18.46% | Reduce -4.71% | 397,855 | -19,681 | |
PSA | Public Storage | 2024-07-31 | Reduce | -0.25% | 263.8 ($285.4) 309.98 | $340.60 | 19.34% | Reduce -6.9% | 651,506 | -48,298 | |
SPG | Simon Property Group Inc | 2024-07-31 | Reduce | -0.25% | 141.36 ($149.47) 157.74 | $174.39 | 16.67% | Reduce -6.18% | 1,349,345 | -88,898 | |
IRM | Iron Mountain Inc | 2024-07-31 | Reduce | -0.12% | 75.32 ($87.9) 102.56 | $125.73 | 43.04% | Reduce -6.11% | 1,210,512 | -78,782 | |
VICI | VICI Properties Inc | 2024-07-31 | Add | +0.09% | 27.64 ($29.11) 31.42 | $32.04 | 10.07% | Add 3.29% | 4,772,428 | 151,964 | |
SBAC | SBA Communications Corp | 2024-07-31 | Reduce | -0.08% | 186.38 ($198.89) 219.54 | $228.36 | 14.82% | Reduce -4.7% | 450,905 | -22,243 | |
AVB | AvalonBay Communities Inc | 2024-07-31 | Reduce | -0.07% | 188.59 ($200.56) 209.27 | $226.38 | 12.87% | Reduce -3.04% | 610,418 | -19,137 |
DFA Global Real Estate Securities Portfolio Total Holding History ($B)
DFA Global Real Estate Securities Portfolio's Asset Allocation
DFA Global Real Estate Securities Portfolio Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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DFA Global Real Estate Securities Portfolio's Hypothetical Growth since 2024-07-31
DFA Global Real Estate Securities Portfolio's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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DFA Global Real Estate Securities Portfolio's Holdings Heat Map
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DFA Global Real Estate Securities Portfolio's Holdings Bubble Chart
DFA Global Real Estate Securities Portfolio News
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