DFA Global Real Estate Securities Portfolio - DFGEX
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Coston, McIsaac & Partners | History | Reduced | 28,571 | 330 | 0.07% | 0.08% | 1 | -3,040 | -9.62% | Q2 2026 | Aug 12, 2026 |
| NBT BANK, N.A. | History | New | 824 | 9 | 0.0% | — | 2 | +824 | New | Q2 2026 | Jul 29, 2026 |
| Vermillion Wealth Management, Inc. | History | New | 681 | 7 | 0.0% | — | 3 | +681 | New | Q2 2026 | Jul 15, 2026 |
| McIlrath & Eck, LLC | History | No change | 261 | 2 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Transce3nd, LLC | History | No change | 195 | 2 | 0.02% | 0.02% | 5 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |