DOSSIER · 13F Holders · Q4 2025
DFGEX

DFA GLOBAL REAL ESTATE SECURITIES PORT

6 institutions still hold DFA GLOBAL REAL ESTATE SECURITIES PORT as of Q4 2025. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 23320G554·6 13F holders·last filed Dec 31, 2025
Market cap
13F value held
$428K
visible holders
Holders
6
filers reporting
Concentration
93.83%
Coston, McIsaac & Partners #1
top holder share
AI Holders Summary · Q4 2025

6 institutions reported DFGEX in Q4 2025. Coston, McIsaac & Partners leads at 93.8% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Coston, McIsaac & Partners
CIK 0001945037
$402K38K0.09%Q4 2025
02
NBT BANK N A /NY
CIK 0000898413
$10K8240.00%Q2 2026
03
Vermillion Wealth Management, Inc.
CIK 0001737012
$8K6810.00%Q2 2026
04
Motiv8 Investments LLC
CIK 0002024873
$4K3490.00%Q4 2025
05
McIlrath & Eck, LLC
CIK 0001701714
$3K2610.00%Q1 2026
06
Transce3nd, LLC
CIK 0002023570
$2K1950.02%Q2 2026