As of 31 Dec 2025, 3 institutional investors reported holding 39,018 shares of DFA GLOBAL REAL ESTATE SECURITIES PORT - EQUITY FUNDS.
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 39,018 | $408,086 | -$28,822 | $10.70 | 3 |
| 2025 Q3 | 41,774 | $458,436 | +$7,175 | $11.02 | 3 |
| 2025 Q2 | 41,154 | $441,377 | -$7,507 | $10.74 | 2 |
| 2025 Q1 | 41,876 | $434,733 | -$54,676 | $10.38 | 3 |
| 2024 Q4 | 47,262 | $477,145 | -$58,019 | $10.13 | 3 |
| 2024 Q3 | 52,722 | $611,000 | -$50,783 | $11.59 | 1 |
| 2024 Q2 | 57,104 | $569,000 | -$232,394 | $9.96 | 1 |
| 2024 Q1 | 77,291 | $782,470 | -$12,799 | $10.13 | 2 |
| 2023 Q4 | 81,256 | $831,202 | +$252,574 | $10.26 | 3 |
| 2023 Q3 | 56,408 | $511,000 | -$55,169 | $9.06 | 1 |
| 2023 Q2 | 62,271 | $608,874 | -$5,026 | $9.78 | 2 |
| 2023 Q1 | 62,785 | $614,520 | +$4,379 | $9.79 | 2 |
| 2022 Q4 | 62,342 | $605,000 | -$29,492 | $9.70 | 1 |
| 2022 Q3 | 65,381 | $626,000 | +$626,000 | $9.57 | 1 |
| 2022 Q1 | 0 | $0 | -$315,000 | $10.70 | 0 |
| 2021 Q4 | 23,450 | $315,000 | +$110,132 | $13.47 | 2 |
| 2021 Q3 | 15,254 | $192,000 | +$192,000 | $12.59 | 1 |
| 2021 Q1 | 0 | $0 | -$526,000 | $10.70 | 0 |
| 2020 Q4 | 48,924 | $526,000 | +$526,000 | $10.75 | 1 |
| 2020 Q2 | 0 | $0 | -$280,000 | $10.70 | 0 |
| 2020 Q1 | 29,004 | $280,000 | $10.21 | 2 | |
| 2019 Q4 | 29,004 | $342,000 | -$53,473 | $11.79 | 2 |
| 2019 Q3 | 33,535 | $417,000 | +$78,298 | $12.41 | 2 |
| 2019 Q2 | 28,821 | $337,000 | +$19,000 | $11.66 | 3 |
| 2019 Q1 | 27,191 | $313,000 | -$587,141 | $11.38 | 2 |
| 2018 Q4 | 81,023 | $810,000 | +$157,326 | $9.99 | 3 |
| 2018 Q3 | 65,267 | $720,000 | +$12,863 | $11.03 | 2 |
| 2018 Q2 | 64,100 | $706,000 | -$441,748 | $11.01 | 2 |
| 2018 Q1 | 106,389 | $1,131,000 | -$8,309,258 | $10.45 | 3 |
| 2017 Q4 | 864,948 | $9,471,000 | +$406,449 | $10.95 | 4 |
| 2017 Q3 | 827,831 | $9,064,000 | +$426,582 | $10.95 | 4 |
| 2017 Q2 | 789,023 | $8,507,046 | +$322,278 | $10.79 | 6 |
| 2017 Q1 | 1,114,975 | $11,817,771 | +$630,384 | $10.60 | 6 |
| 2016 Q4 | 1,055,501 | $10,977,561 | -$125,913 | $10.40 | 4 |
| 2016 Q3 | 1,063,368 | $12,281,041 | -$1,579,374 | $11.55 | 5 |
| 2016 Q2 | 1,200,061 | $13,871,464 | +$1,526,494 | $11.56 | 6 |
| 2016 Q1 | 1,067,998 | $11,748,119 | -$888,455 | $11.00 | 6 |
| 2015 Q4 | 1,154,261 | $11,853,386 | +$303,528 | $10.27 | 6 |
| 2015 Q3 | 1,124,574 | $11,302,455 | +$209,392 | $10.05 | 4 |
| 2015 Q2 | 1,103,773 | $11,093,455 | +$372,241 | $10.05 | 5 |
| 2015 Q1 | 1,065,129 | $11,576,601 | +$5,168,701 | $10.86 | 6 |
| 2014 Q4 | 589,571 | $6,160,000 | -$10,057 | $10.45 | 3 |
| 2014 Q3 | 590,533 | $5,822,000 | +$992,216 | $9.86 | 3 |
| 2014 Q2 | 489,891 | $5,031,000 | +$783,397 | $10.25 | 2 |
| 2014 Q1 | 797,930 | $8,111,601 | +$49,021 | $9.52 | 3 |