DFGEX institutional holders
DFA GLOBAL REAL ESTATE SECURITIES PORT · 13F, 2026Q2
| Managers holding | 4 |
|---|---|
| Shares held | 30,271 |
| Reported value | $349,668 |
| Quarter flows | 2 new, 0 added, 1 trimmed, 1 exited |
Top 4 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| Coston, McIsaac & Partners | 28,571 | $330,000 | 0.1% |
| NBT BANK, N.A. | 824 | $9,527 | 0.0% |
| Vermillion Wealth Management, Inc. | 681 | $7,870 | 0.0% |
| Transce3nd, LLC | 195 | $2,271 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("DFGEX"). DFGEX price history · All 13F data