Diversified Trust Co - DFA Real Estate Securities Portfolio ownership

DFA Real Estate Securities Portfolio's ticker is and the CUSIP is 233203835. A total of 4 filers reported holding DFA Real Estate Securities Portfolio in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Diversified Trust Co ownership history of DFA Real Estate Securities Portfolio
ValueSharesWeighting
Q2 2024$774,756
-0.4%
20,255
+0.5%
0.02%
-4.3%
Q1 2024$777,633
-1.3%
20,151
+0.4%
0.02%
-11.5%
Q4 2023$787,714
+17.9%
20,079
+2.5%
0.03%
+4.0%
Q3 2023$668,248
-8.3%
19,585
+0.5%
0.02%
-7.4%
Q2 2023$729,039
+1.1%
19,482
+0.5%
0.03%
-3.6%
Q1 2023$721,15219,3910.03%
Other shareholders
DFA Real Estate Securities Portfolio shareholders Q2 2023
NameSharesValueWeighting ↓
OAKWOOD CAPITAL MANAGEMENT LLC/CA 122,380$3,173,0001.06%
TRUST DEPARTMENT MB FINANCIAL BANK N A 13,713$355,0000.05%
CCM INVESTMENT ADVISERS LLC 14,867$385,0000.04%
View complete list of DFA Real Estate Securities Portfolio shareholders