DFA Global Real Estate Securities Portfolio

DFGEX

Institutions

Combined AUM (Q2 2026)

$350,003

Combined Shares (Q2 2026)

30,271

Overall Trend

Decrease

All institutions combined

📥 Inflow (Q1 2026→Q2 2026)

+1,505

2 · 2 New Buys · ≈ —

📤 Outflow (Q1 2026→Q2 2026)

-3,301

2 · 1 Exit · ≈ —

⚖️ Net

-1,796

—

Net Sell

💰 Net Value

≈ —

—

est. price —

⏳

Latest AUM (Q2 2026)

$350,003

Institutions

New Buys

Adds

Reduces

Exits

Unchanged

	Portfolio %	Prev Q %	Rank	Q2 2026 Value	Q2 2026 Shares	Prev Q Value	Prev Q Shares	Shares Change	Action
Coston, McIsaac & Partners	0.07%	0.08%	#1	$330,335	28,571	$333,000	31,611	-3,040-9.62%	Reduce
NBT BANK, N.A.	<0.01%	—	#4	$9,527	824	$0	0	+824	New Buy
Vermillion Wealth Management, Inc.	<0.01%	—	#3	$7,870	681	$0	0	+681	New Buy
Transce3nd, LLC	0.02%	0.02%	#2	$2,271	195	$2,055	195	00.00%	Unchanged

🧭 Institutional Sector Flow Heatmap

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Net Outflow Net Inflow