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
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
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 | $721,152 | – | 19,391 | – | 0.03% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
OAKWOOD CAPITAL MANAGEMENT LLC/CA | 122,380 | $3,173,000 | 1.06% |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 13,713 | $355,000 | 0.05% |
CCM INVESTMENT ADVISERS LLC | 14,867 | $385,000 | 0.04% |