DOSSIER · 13F Holders · Q4 2025
DFREX

DFA Real Estate Secs

3 institutions still hold DFA Real Estate Secs as of Q4 2025. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 233203835·3 13F holders·last filed Dec 31, 2025
Market cap
13F value held
$171K
visible holders
Holders
3
filers reporting
Concentration
81.92%
Coston, McIsaac & Partners #1
top holder share
AI Holders Summary · Q4 2025

3 institutions reported DFREX in Q4 2025. Coston, McIsaac & Partners leads at 81.9% 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
$140K4K0.03%Q4 2025
02
NBT BANK N A /NY
CIK 0000898413
$23K5060.00%Q2 2026
03
Motiv8 Investments LLC
CIK 0002024873
$8K1900.00%Q4 2025