DFGEX — Dfa Global Real Estate Securities Port Institutional Holders · Q2 2026
Who owns Dfa Global Real Estate Securities Port (DFGEX)? 4 institutions reported holding $349,668 in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Coston, McIsaac & Partners ($330,000), Nbt Bank N A ($9,527), Vermillion Wealth Management, Inc. ($7,870).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Coston, McIsaac & Partners | $330,000 | 28,571 | Trimmed |
| 2 | NBT BANK N A /NY | $9,527 | 824 | New |
| 3 | Vermillion Wealth Management, Inc. | $7,870 | 681 | New |
| 4 | Transce3nd, LLC | $2,271 | 195 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30