DFGEX
DFA Global Real Estate Securities Port
1W: -2.0%
1M: -5.8%
3M: -7.3%
YTD: +3.0%
1Y: -2.3%
3Y: +29.2%
5Y: -0.8%
$10.84
+0.04 (+0.37%)
Weekly Expected Move ±1.2%
$11
$11
$11
$11
$11
Institutional Ownership — DFGEX
4
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
0M
Total Invested
2
New Positions
0
Increased
1
Reduced
0
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (5 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Coston, McIsaac & Partners | 28,571 | 310K | -3,040 | -9.6% | 16Q | SEC ↗ |
| 2 | NBT BANK, N.A. NEW | 824 | 9K | — | +0.0% | 1Q | SEC ↗ |
| 3 | Vermillion Wealth Management, Inc. NEW | 681 | 7K | — | +0.0% | 1Q | SEC ↗ |
| 4 | McIlrath & Eck, LLC NEW | 261 | 3K | — | +0.0% | 1Q | SEC ↗ |
| 5 | Transce3nd, LLC | 195 | 2K | — | +0.0% | 7Q | SEC ↗ |
Recent Activity
New Positions (3)
| Holder | Shares | Value |
|---|---|---|
| NBT BANK, N.A. | 824 | 9K |
| Vermillion Wealth Management, Inc. | 681 | 7K |
| McIlrath & Eck, LLC | 261 | 3K |
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (0)
None.
Biggest Decreases (1)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Coston, McIsaac & Partners | -3,040 | -9.6% | 28,571 |