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DFA Global Real Estate Securities Portfolio

Mutual Fund
DFA INVESTMENT DIMENSIONS GROUP INC
Last update 2024-06-26 133 Stocks (2 new)
Value $5.54 Bil Turnover 1 %
Countries:
Portfolio Report
DFA Global Real Estate Securit... Top Holdings of 2024-07-31 View Full List
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 View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AIRC Apartment Income REIT Corp2024-07-31Sold Out
-0.54%
38.46 ($38.76) 39.09
$39.08
0.83%
Sold Out
0
-693,170
AMT
American Tower Corp2024-07-31Reduce
-0.46%
178.69 ($196.62) 223.05
$213.85
8.76%
Reduce -6.38%
1,933,426
-131,861
CCI
Crown Castle Inc2024-07-31Reduce
-0.36%
95.29 ($100.45) 110.08
$108.70
8.21%
Reduce -9.81%
1,731,349
-188,361
EQIX
Equinix Inc2024-07-31Reduce
-0.28%
692.71 ($767.32) 812.62
$908.99
18.46%
Reduce -4.71%
397,855
-19,681
PSA
Public Storage2024-07-31Reduce
-0.25%
263.8 ($285.4) 309.98
$340.60
19.34%
Reduce -6.9%
651,506
-48,298
SPG
Simon Property Group Inc2024-07-31Reduce
-0.25%
141.36 ($149.47) 157.74
$174.39
16.67%
Reduce -6.18%
1,349,345
-88,898
IRM
Iron Mountain Inc2024-07-31Reduce
-0.12%
75.32 ($87.9) 102.56
$125.73
43.04%
Reduce -6.11%
1,210,512
-78,782
VICI
VICI Properties Inc2024-07-31Add
+0.09%
27.64 ($29.11) 31.42
$32.04
10.07%
Add 3.29%
4,772,428
151,964
SBAC
SBA Communications Corp2024-07-31Reduce
-0.08%
186.38 ($198.89) 219.54
$228.36
14.82%
Reduce -4.7%
450,905
-22,243
AVB
AvalonBay Communities Inc2024-07-31Reduce
-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)

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DFA Global Real Estate Securities Portfolio's Asset Allocation

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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 %

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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