Dfa GLBL RL Est SecsDFGEX
13F holders, Q1 2025 (March 31)3holders
1new positions
1sold out
$10.38avg. 13F price*
At the end of Q1 2025, 3 institutions reported holding Dfa GLBL RL Est Secs (DFGEX) in their 13F filings, unchanged from Q4 2024. 1 opened new positions and 1 sold out. The largest holders were Coston, McIsaac & Partners ($425K), Vermillion Wealth Management, Inc. ($8K) and Transce3nd, LLC ($2K).
- Company
- Dfa GLBL RL Est Secs
- Filed as
- DFA GLOBAL REAL ESTATE SECURITIES PORT (Q1 2025)
- CUSIP
- 23320G554
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $8K |
| Exits | 1 | $1K |
All 13F filers, Q4 2024 → Q1 2025: 722 shares bought and 6,108 shares sold, net −5,386 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Coston, McIsaac & Partners | 0.12% | Reduce -12.6% | 40,933 | $425K |
| Vermillion Wealth Management, Inc. | 0.00% | New | 722 | $8K |
| Transce3nd, LLC | 0.00% | Reduce -23.3% | 221 | $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.