Dfa GLBL RL Est SecsDFGEX

13F holders, Q4 2024 (December 31)
3holders +2
1new positions
0sold out
$10.10avg. 13F price*

At the end of Q4 2024, 3 institutions reported holding Dfa GLBL RL Est Secs (DFGEX) in their 13F filings, up 2 from Q3 2024. 1 opened new positions and 0 sold out. The largest holders were Coston, McIsaac & Partners ($473K), Transce3nd, LLC ($3K) and Tucker Asset Management LLC ($1K).

Company
Dfa GLBL RL Est Secs
Filed as
DFA GLOBAL REAL ESTATE SECURITIES PORT (Q4 2024)
CUSIP
23320G554
Latest filing quarter
Q2 2026

History

Number of 13F holders

01234 Q1 2024: 2Q1 2024Q2 2024: 1Q2 2024Q3 2024: 1Q3 2024Q4 2024: 3Q4 2024Q1 2025: 3Q1 2025Q2 2025: 2Q2 2025Q3 2025: 3Q3 2025Q4 2025: 3Q4 2025Q1 2026: 3Q1 2026Q2 2026: 4Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions1$1K
Exits0$0

All 13F filers, Q3 2024 → Q4 2024: 117 shares bought and 5,865 shares sold, net −5,748 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3 holders

Coston, McIsaac & Partners 0.14% Reduce -11.1% 46,857 $473K
Transce3nd, LLC 0.00% — 288 $3K
Tucker Asset Management LLC 0.00% New 117 $1K

"% 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.