Funds holding DFA Real Estate Securities Portfolio
8 funds declare a position · 0 ETFs and 8 other funds · 222.3M $ · US2332038353
Each line carries its report date.
| Fund | Shares | Value | Weight | |
|---|---|---|---|---|
| GLOBAL EQUITY PORTFOLIO DIMENSIONAL INVESTMENT GROUP INC | 3,368,069 | 150.2M $ | 1.34 % | as of Apr 30, 2026 · Original filing |
| GLOBAL ALLOCATION 60/40 PORTFOLIO DIMENSIONAL INVESTMENT GROUP INC | 716,290 | 32M $ | 0.86 % | as of Apr 30, 2026 · Original filing |
| Symmetry Panoramic US Equity Fund Symmetry Panoramic Trust | 372,044 | 16.3M $ | 3.87 % | as of Feb 28, 2026 · Original filing |
| Symmetry Panoramic Global Equity Fund Symmetry Panoramic Trust | 276,526 | 12.1M $ | 3.01 % | as of Feb 28, 2026 · Original filing |
| Dimensional VA Equity Allocation Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 90,093 | 4M $ | 1.32 % | as of Apr 30, 2026 · Original filing |
| Symmetry Panoramic Tax-Managed Global Equity Fund Symmetry Panoramic Trust | 64,865 | 2.8M $ | 1.61 % | as of Feb 28, 2026 · Original filing |
| Dimensional VA Global Moderate Allocation Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 56,996 | 2.5M $ | 0.88 % | as of Apr 30, 2026 · Original filing |
| GLOBAL ALLOCATION 25/75 PORTFOLIO DIMENSIONAL INVESTMENT GROUP INC | 52,484 | 2.3M $ | 0.35 % | as of Apr 30, 2026 · Original filing |
Institutional managers
1 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| Coston, McIsaac & Partners | 3,057 | 124 $ | as of Mar 31, 2026 |