DFA Real Estate Securities Portfolio's ticker is and the CUSIP is 233203835. A total of 3 filers reported holding DFA Real Estate Securities Portfolio in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2017 | $2,923,000 | +0.2% | 82,794 | -0.2% | 0.65% | -5.0% |
Q3 2017 | $2,917,000 | -10.0% | 82,920 | -10.8% | 0.68% | -14.8% |
Q2 2017 | $3,241,000 | +2.0% | 92,983 | +1.2% | 0.80% | +0.9% |
Q1 2017 | $3,179,000 | -0.5% | 91,876 | -0.8% | 0.79% | -3.1% |
Q4 2016 | $3,196,000 | -5.5% | 92,607 | -0.2% | 0.82% | -5.9% |
Q3 2016 | $3,381,000 | -5.3% | 92,786 | -4.2% | 0.87% | -6.9% |
Q2 2016 | $3,570,000 | +0.7% | 96,824 | -4.8% | 0.93% | -0.6% |
Q1 2016 | $3,546,000 | +4.3% | 101,732 | -0.8% | 0.94% | +2.4% |
Q4 2015 | $3,399,000 | +3.3% | 102,545 | -2.6% | 0.92% | -0.2% |
Q3 2015 | $3,291,000 | +3.8% | 105,310 | +1.4% | 0.92% | +11.3% |
Q2 2015 | $3,169,000 | -11.7% | 103,903 | -0.5% | 0.82% | -16.1% |
Q1 2015 | $3,587,000 | +1.4% | 104,461 | -2.3% | 0.98% | -2.2% |
Q4 2014 | $3,537,000 | +8.1% | 106,953 | -4.5% | 1.00% | +5.3% |
Q3 2014 | $3,273,000 | -2.7% | 112,034 | +0.8% | 0.95% | -5.8% |
Q2 2014 | $3,363,000 | -3.1% | 111,127 | -8.9% | 1.01% | -11.2% |
Q1 2014 | $3,472,000 | +9.4% | 121,951 | -0.4% | 1.14% | +8.2% |
Q4 2013 | $3,173,000 | +0.9% | 122,380 | +3.7% | 1.06% | -8.2% |
Q3 2013 | $3,144,000 | -2.2% | 117,991 | +1.2% | 1.15% | -9.6% |
Q2 2013 | $3,216,000 | – | 116,536 | – | 1.27% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
OAKWOOD CAPITAL MANAGEMENT LLC/CA | 106,953 | $3,537,000 | 1.00% |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 8,378 | $277,000 | 0.03% |
CCM INVESTMENT ADVISERS LLC | 6,063 | $200,000 | 0.02% |