Dfa RL Est SecsDFREX
13F holders, Q4 2024 (December 31)3holders −1
0new positions
1sold out
$40.21avg. 13F price*
At the end of Q4 2024, 3 institutions reported holding Dfa RL Est Secs (DFREX) in their 13F filings, down 1 from Q3 2024. 0 opened new positions and 1 sold out. The largest holders were Garde Capital, Inc. ($569K), Coston, McIsaac & Partners ($234K) and Tucker Asset Management LLC ($25K).
- Company
- Dfa RL Est Secs
- Filed as
- DFA REAL ESTATE SECURITIES I (Q4 2024)
- CUSIP
- 233203835
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $903K |
All 13F filers, Q3 2024 → Q4 2024: 14 shares bought and 20,356 shares sold, net −20,342 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Garde Capital, Inc. | 0.04% | Add +0.0% | 14,153 | $569K |
| Coston, McIsaac & Partners | 0.07% | Reduce -0.2% | 5,818 | $234K |
| Tucker Asset Management LLC | 0.01% | Add +1.3% | 623 | $25K |
"% of holder's portfolio" is DFREX's weight in each manager's 13F, not the share of Dfa RL Est Secs the manager owns.