DFA Real Estate Securities Portfolio's ticker is and the CUSIP is 233203835.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2018 | $17,000 | -85.3% | 498 | -84.8% | 0.00% | -83.3% |
Q4 2017 | $116,000 | +0.9% | 3,283 | 0.0% | 0.01% | 0.0% |
Q3 2017 | $115,000 | +0.9% | 3,283 | 0.0% | 0.01% | 0.0% |
Q2 2017 | $114,000 | 0.0% | 3,283 | 0.0% | 0.01% | -7.7% |
Q1 2017 | $114,000 | -32.1% | 3,283 | -32.5% | 0.01% | -27.8% |
Q4 2016 | $168,000 | -5.1% | 4,863 | 0.0% | 0.02% | -5.3% |
Q3 2016 | $177,000 | -1.1% | 4,863 | 0.0% | 0.02% | -5.0% |
Q2 2016 | $179,000 | +5.3% | 4,863 | 0.0% | 0.02% | +5.3% |
Q1 2016 | $170,000 | +5.6% | 4,863 | 0.0% | 0.02% | 0.0% |
Q4 2015 | $161,000 | +5.9% | 4,863 | 0.0% | 0.02% | +5.6% |
Q3 2015 | $152,000 | +2.7% | 4,863 | 0.0% | 0.02% | 0.0% |
Q2 2015 | $148,000 | -11.4% | 4,863 | 0.0% | 0.02% | -14.3% |
Q1 2015 | $167,000 | -39.7% | 4,863 | -42.0% | 0.02% | -36.4% |
Q4 2014 | $277,000 | -55.3% | 8,378 | -59.9% | 0.03% | -13.2% |
Q3 2014 | $619,000 | +96.5% | 20,876 | +100.0% | 0.04% | -2.6% |
Q2 2014 | $315,000 | +4.0% | 10,438 | -2.2% | 0.04% | -7.1% |
Q1 2014 | $303,000 | -14.6% | 10,676 | -22.1% | 0.04% | -16.0% |
Q4 2013 | $355,000 | -7.1% | 13,713 | -4.1% | 0.05% | -12.3% |
Q3 2013 | $382,000 | -64.4% | 14,302 | -63.2% | 0.06% | -66.1% |
Q2 2013 | $1,073,000 | – | 38,859 | – | 0.17% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Garde Capital, Inc. | 18,668 | $851,000 | 0.09% |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 9,382 | $428,000 | 0.01% |