DFA Real Estate Securities Portfolio's ticker is and the CUSIP is 233203835. A total of 5 filers reported holding DFA Real Estate Securities Portfolio in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2016 | $211,000 | +5.5% | 6,063 | 0.0% | 0.02% | +5.3% |
| Q4 2015 | $200,000 | -3.8% | 6,063 | 0.0% | 0.02% | -5.0% |
| Q1 2015 | $208,000 | +4.0% | 6,063 | 0.0% | 0.02% | +11.1% |
| Q4 2014 | $200,000 | -48.8% | 6,063 | -53.1% | 0.02% | -50.0% |
| Q2 2014 | $391,000 | -0.5% | 12,937 | -6.4% | 0.04% | -7.7% |
| Q1 2014 | $393,000 | +2.1% | 13,815 | -7.1% | 0.04% | +8.3% |
| Q4 2013 | $385,000 | – | 14,867 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| OAKWOOD CAPITAL MANAGEMENT LLC/CA | 96,824 | $3,570,000 | 0.93% |
| CT Financial Advisors LLC | 7,963 | $293,606,000 | 0.18% |
| TRUST DEPARTMENT MB FINANCIAL BANK N A | 4,863 | $179,000 | 0.02% |