Dfa GLBL RL Est SecsDFGEX
13F holders, Q3 2025 (September 30)3holders +1
1new positions
0sold out
$10.97avg. 13F price*
At the end of Q3 2025, 3 institutions reported holding Dfa GLBL RL Est Secs (DFGEX) in their 13F filings, up 1 from Q2 2025. 1 opened new positions and 0 sold out. The largest holders were Coston, McIsaac & Partners ($451K), Vermillion Wealth Management, Inc. ($7K) and Transce3nd, LLC ($221).
- Company
- Dfa GLBL RL Est Secs
- Filed as
- DFA GLOBAL REAL ESTATE SECURITIES PORT (Q3 2025)
- CUSIP
- 23320G554
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $7K |
| Exits | 0 | $0 |
All 13F filers, Q2 2025 → Q3 2025: 654 shares bought and 34 shares sold, net +620 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Coston, McIsaac & Partners | 0.11% | No change | 40,933 | $451K |
| Vermillion Wealth Management, Inc. | 0.00% | New | 654 | $7K |
| Transce3nd, LLC | 0.00% | Reduce -15.4% | 187 | $221 |
"% 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.