DFA Real Estate Securities I
1299 Ocean Ave Ste 650 11th FL Santa Monica CA 90401
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Phone: 888-5761167
| Category: | Real Estate | | Fund Family: | Dimensional Fund Advisors | | Net Assets: | 2.02B | | Year-to-Date Return: | 12.23% | | Yield: | 5.43% | | Morningstar Rating: |  | | Fund Inception Date: | 05-Jan-93 |
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Stephen Clark
Lead Manager since
29-Mar-08 | | | Clark is Dimensional's Head of Portfolio Management and Vice President and is chairman of the Investment Committee. He joined Dimensional in 2001 as a general portfolio manager in U.S. equities, became head of international equities trading in 2004 and assumed his current position in 2006. He earned an MBA from the University of Chicago and a BS from Bradley University. |
| Min Initial Investment: | $0 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | NaN | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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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
(9-Sep-09):
| 0.18 | | Last Cap Gain
(19-Dec-07):
| 2.05 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 117.01% |
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| Expense | DFREX | Category
Avg | | Total Expense Ratio: | 0.33%
| 1.44% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.41% | | Max Deferred Sales Load: | %
| 2.76% | | 3 Yr Expense Projection*: |
$ 106 | $637 | | 5 Yr Expense Projection*: |
$ 185 | $981 | | 10 Yr Expense Projection*: |
$ 418 | $1,955 |
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1.23% Nasdaq 
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