Dfa GLBL RL Est SecsDFGEX
13F holders, Q2 2026 (June 30)4holders +1
2new positions
0sold out
$11.55avg. 13F price*
At the end of Q2 2026, 4 institutions reported holding Dfa GLBL RL Est Secs (DFGEX) in their 13F filings, up 1 from Q1 2026. 2 opened new positions and 0 sold out. The largest holders were Coston, McIsaac & Partners ($330K), NBT Bank, N.A. ($10K) and Vermillion Wealth Management, Inc. ($8K).
- Company
- Dfa GLBL RL Est Secs
- Filed as
- DFA GLOBAL REAL ESTATE SECURITIES PORT (Q2 2026)
- CUSIP
- 23320G554
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $17K |
| Exits | 0 | $0 |
All 13F filers, Q1 2026 → Q2 2026: 1,505 shares bought and 3,040 shares sold, net −1,535 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Coston, McIsaac & Partners | 0.07% | Reduce -9.6% | 28,571 | $330K |
| NBT Bank, N.A. | 0.00% | New | 824 | $10K |
| Vermillion Wealth Management, Inc. | 0.00% | New | 681 | $8K |
| Transce3nd, LLC | 0.02% | No change | 195 | $2K |
"% of holder's portfolio" is DFGEX's weight in each manager's 13F, not the share of Dfa GLBL RL Est Secs the manager owns.