DFREX
DFA Real Estate Securities Portfolio
1W: -1.9%
1M: -7.0%
3M: -8.8%
YTD: +4.5%
1Y: +0.3%
3Y: +31.0%
5Y: -1.4%
$41.78
+0.21 (+0.51%)
Weekly Expected Move ±1.4%
$40
$41
$42
$42
$43
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 | 3,065 | 128K | +8 | +0.3% | 16Q | SEC ↗ |
| 2 | NBT BANK, N.A. NEW | 506 | 21K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (1)
| Holder | Shares | Value |
|---|---|---|
| NBT BANK, N.A. | 506 | 21K |
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (1)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Coston, McIsaac & Partners | +8 | +0.3% | 3,065 |
Biggest Decreases (0)
None.