DFREX
DFA Real Estate Securities Portfolio
1W: -0.9%
1M: -8.4%
3M: +0.8%
YTD: +1.2%
1Y: -0.3%
3Y: +22.2%
5Y: +12.7%
$41.65
+0.60 (+1.46%)
Weekly Expected Move ±2.0%
$39
$39
$40
$41
$42
Institutional Ownership — DFREX
2
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
0M
Total Invested
1
New Positions
1
Increased
0
Reduced
0
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (2 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Coston, McIsaac & Partners | 3,545 | $148K | +383 | +12.1% | 14Q | SEC ↗ |
| 2 | Motiv8 Investments LLC NEW | 190 | $8K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (1)
| Holder | Shares | Value |
|---|---|---|
| Motiv8 Investments LLC | 190 | $8K |
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (1)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Coston, McIsaac & Partners | +383 | +12.1% | 3,545 |
Biggest Decreases (0)
None.