Dfa RL Est SecsDFREX
13F holders, Q2 2024 (June 30)4holders
0new positions
0sold out
$38.24avg. 13F price*
At the end of Q2 2024, 4 institutions reported holding Dfa RL Est Secs (DFREX) in their 13F filings, unchanged from Q1 2024. 0 opened new positions and 0 sold out. The largest holders were Diversified Trust Co. ($775K), Garde Capital, Inc. ($541K) and Coston, McIsaac & Partners ($222K).
- Company
- Dfa RL Est Secs
- Filed as
- DFA INVT DIMENSIONS GROUP IN (Q2 2024)
- CUSIP
- 233203835
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q1 2024 → Q2 2024: 108 shares bought and 99 shares sold, net +9 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Diversified Trust Co. | 0.02% | Add +0.5% | 20,255 | $775K |
| Garde Capital, Inc. | 0.04% | Add +0.0% | 14,145 | $541K |
| Coston, McIsaac & Partners | 0.07% | Reduce -1.7% | 5,811 | $222K |
| Tucker Asset Management LLC | 0.01% | Add +0.3% | 612 | $23K |
"% of holder's portfolio" is DFREX's weight in each manager's 13F, not the share of Dfa RL Est Secs the manager owns.