DOSSIER · 13F Holders · Q3 2026
DFGEX

DFA GLOBAL REAL ESTATE SECURITIES PORT

5 institutions still hold DFA GLOBAL REAL ESTATE SECURITIES PORT as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 23320G554·5 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$332K
visible holders
Holders
5
filers reporting
Concentration
93.84%
Coston, McIsaac & Partners #1
top holder share
AI Holders Summary · Q3 2026

5 institutions reported DFGEX in Q3 2026. 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
$311K29K0.06%Q3 2026
02
NBT BANK N A /NY
CIK 0000898413
$9K8240.00%Q3 2026
03
Vermillion Wealth Management, Inc.
CIK 0001737012
$5K4270.01%Q3 2026
04
Motiv8 Investments LLC
CIK 0002024873
$4K3490.00%Q4 2025
05
McIlrath & Eck, LLC
CIK 0001701714
$3K2610.00%Q1 2026