Dfa RL Est SecsDFREX
13F holders, Q1 2024 (March 31)4holders
$38.57avg. 13F price*
At the end of Q1 2024, 4 institutions reported holding Dfa RL Est Secs (DFREX) in their 13F filings. The largest holders were Diversified Trust Co. ($778K), Garde Capital, Inc. ($545K) and Coston, McIsaac & Partners ($228K).
- Company
- Dfa RL Est Secs
- Filed as
- DFA INVT DIMENSIONS GROUP IN (Q1 2024)
- CUSIP
- 233203835
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $34K |
Ownership 4 holders
| Diversified Trust Co. | 0.02% | Add +0.4% | 20,151 | $778K |
| Garde Capital, Inc. | 0.04% | Add +2.8% | 14,143 | $545K |
| Coston, McIsaac & Partners | 0.07% | Add +0.2% | 5,910 | $228K |
| Tucker Asset Management LLC | 0.01% | Add +480.9% | 610 | $24K |
"% of holder's portfolio" is DFREX's weight in each manager's 13F, not the share of Dfa RL Est Secs the manager owns.