Position in DX
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$226,147
New position
Shares Held
17,250
first reported quarter
Ownership
0.007%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#182
of 289 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026Fermata Advisors, LLC holds $1,162,650 across 3 REIT - Mortgage names. DX ranks #3 (19.5% of the industry book) .
All Filings in DX
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $226,147 | 17,250 | Shares | Sole | 2026-07-07 | |
| No filing history on record for this holder in this stock. | ||||||