13FBOX
DFA Real Estate Securities Portfolio · 13F Institutional Holdings
Options Calculator Rankings
D

DFA Real Estate Securities Portfolio

DFREX
Institutions
2
Combined AUM (Q2 2026)
$160,890
Combined Shares (Q2 2026)
3,571
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+514
2 · 1 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-0
0 · 0 Exit · ≈
⚖️ Net
+514
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$160,890
Institutions
2
New Buys
1
Adds
1
Reduces
0
Exits
0
Unchanged
0
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Coston, McIsaac & Partners
0.03%0.03%#1$138,0003,065$124,0003,057+8+0.26%Add
NBT BANK, N.A.
<0.01%#2$22,890506$00+506New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow