Dfa RL Est SecsDFREX
13F holders, Q3 2024 (September 30)4holders
0new positions
0sold out
$44.37avg. 13F price*
At the end of Q3 2024, 4 institutions reported holding Dfa RL Est Secs (DFREX) in their 13F filings, unchanged from Q2 2024. 0 opened new positions and 0 sold out. The largest holders were Diversified Trust Co. ($903K), Garde Capital, Inc. ($628K) and Coston, McIsaac & Partners ($258K).
- Company
- Dfa RL Est Secs
- Filed as
- DFA REAL ESTATE SECURITIES I (Q3 2024)
- CUSIP
- 233203835
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q2 2024 → Q3 2024: 113 shares bought, net +113 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Diversified Trust Co. | 0.02% | Add +0.5% | 20,346 | $903K |
| Garde Capital, Inc. | 0.04% | Add +0.0% | 14,147 | $628K |
| Coston, McIsaac & Partners | 0.07% | Add +0.3% | 5,828 | $258K |
| Tucker Asset Management LLC | 0.01% | Add +0.5% | 615 | $27K |
"% of holder's portfolio" is DFREX's weight in each manager's 13F, not the share of Dfa RL Est Secs the manager owns.