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DFA Global Real Estate Securities Port

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
NBT Bank, N.A.
UNCHANGED
Shares824 from 824
Change0 (0%)
Value$9.0K (-$478)
Filed 2026-10-21
Vermillion Wealth Management, Inc.
DECREASED
Shares427 from 681
Change-254 (-37%)
Value$4.7K (-$3.2K)
Filed 2026-10-26
Transce3nd, LLC
CLOSED
Shares0 from 195
Change-195 (-100%)
Value$0 (-$2.3K)
Filed 2026-10-26
Coston, McIsaac & Partners
N/A
Shares— from 28,571
Change-28,571 (-100%)
Value—
Status
NBT Bank, N.A.
UNCHANGED82482400%$9.5K$9.0K-$4782026-10-21
Vermillion Wealth Management, Inc.
DECREASED427681-254-37%$7.9K$4.7K-$3.2K2026-10-26
Transce3nd, LLC
CLOSED0195-195-100%$2.3K$0-$2.3K2026-10-26
Coston, McIsaac & Partners
N/A—28,571-28,571-100%$330———
Showing 4 of 4 institutions