DFA Real Estate Securities Portfolio's ticker is and the CUSIP is 233203835. A total of 2 filers reported holding DFA Real Estate Securities Portfolio in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $469 | -8.9% | 13,760 | 0.0% | 0.04% | -7.0% |
Q2 2023 | $515 | +0.6% | 13,760 | 0.0% | 0.04% | -23.2% |
Q1 2023 | $512 | -9.9% | 13,760 | -11.2% | 0.06% | -17.6% |
Q4 2022 | $568 | -99.9% | 15,501 | 0.0% | 0.07% | -9.3% |
Q3 2022 | $577,000 | -25.9% | 15,501 | -17.0% | 0.08% | -21.1% |
Q2 2022 | $779,000 | -14.9% | 18,668 | 0.0% | 0.10% | +1.1% |
Q1 2022 | $915,000 | -5.5% | 18,668 | -0.1% | 0.09% | -1.1% |
Q4 2021 | $968,000 | +13.7% | 18,692 | +0.1% | 0.10% | +8.0% |
Q3 2021 | $851,000 | +0.4% | 18,668 | 0.0% | 0.09% | 0.0% |
Q2 2021 | $848,000 | +12.0% | 18,668 | 0.0% | 0.09% | 0.0% |
Q1 2021 | $757,000 | +8.1% | 18,668 | +0.0% | 0.09% | +3.5% |
Q4 2020 | $700,000 | – | 18,667 | – | 0.08% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Garde Capital, Inc. | 18,668 | $779,000 | 0.10% |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 9,478 | $396,000 | 0.02% |