DFA Real Estate Securities I
1299 Ocean Ave Ste 650 11th Fl Santa Monica CA 90401
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Phone: 310-633-7885
| Category: | Specialty-Real Estate | | Fund Family: | Dimensional Investment Group | | Net Assets: | 2.50B | | Year-to-Date Return: | -0.57% | | Yield: | 1.70% | | Morningstar Rating: |  | | Fund Inception Date: | 05-Jan-93 |
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Robert T. Deere
Lead Manager since
31-Dec-94 | | | Deere is a portfolio manager and vice president of Dimensional Fund Advisors LP. He joined Dimensional in 1991 and has been responsible for the domestic equity portfolios since 1994. |
| Min Initial Investment: | $0 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks long-term capital appreciation. The fund may purchase shares of real estate investment trust (REITs). It may invest at least 80% of net assets in securities of companies in the real estate industry. The fund may enter into futures contracts and options on futures contracts for U.S. equity securities and indices. |
| Last Dividend
(10-Jun-08):
| 0.17 | | Last Cap Gain
(19-Dec-07):
| 2.05 | | Annual Holdings Turnover
| 17.00% | | Average for Category:
| 106.98% |
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| Expense | DFREX | Category
Avg | | Total Expense Ratio: | 0.33%
| 1.44% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.28% | | Max Deferred Sales Load: | 0.00%
| 2.64% | | 3 Yr Expense Projection*: |
$106 | $624 | | 5 Yr Expense Projection*: |
$185 | $962 | | 10 Yr Expense Projection*: |
$418 | $1,909 |
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1.47% Nasdaq 
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