DFA US SMALL CAP PORT FD's ticker is and the CUSIP is 233203843. A total of 2 filers reported holding DFA US SMALL CAP PORT FD in Q4 2015. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $8,880,000 | +1.4% | 247,070 | +1.9% | 1.97% | -3.8% |
| Q3 2017 | $8,756,000 | +7.5% | 242,477 | +2.2% | 2.04% | +1.7% |
| Q2 2017 | $8,148,000 | +2.2% | 237,343 | +1.5% | 2.01% | +1.1% |
| Q1 2017 | $7,976,000 | +0.0% | 233,910 | -0.7% | 1.99% | -2.6% |
| Q4 2016 | $7,973,000 | +8.6% | 235,604 | +0.1% | 2.04% | +8.2% |
| Q3 2016 | $7,339,000 | +4.7% | 235,291 | -1.9% | 1.88% | +2.9% |
| Q2 2016 | $7,009,000 | +2.4% | 239,940 | +1.0% | 1.83% | +1.1% |
| Q1 2016 | $6,843,000 | +4.2% | 237,527 | +2.5% | 1.81% | +2.3% |
| Q4 2015 | $6,570,000 | -6.0% | 231,672 | -3.5% | 1.77% | -9.2% |
| Q3 2015 | $6,991,000 | -5.6% | 239,992 | +4.9% | 1.95% | +1.2% |
| Q2 2015 | $7,408,000 | +2.0% | 228,777 | +1.8% | 1.93% | -3.2% |
| Q1 2015 | $7,264,000 | +7.8% | 224,672 | +3.8% | 1.99% | +4.0% |
| Q4 2014 | $6,740,000 | +4.5% | 216,380 | -0.6% | 1.92% | +1.9% |
| Q3 2014 | $6,450,000 | -4.1% | 217,750 | +3.1% | 1.88% | -7.3% |
| Q2 2014 | $6,727,000 | +6.6% | 211,153 | +4.5% | 2.03% | -2.3% |
| Q1 2014 | $6,311,000 | -0.2% | 202,090 | -0.9% | 2.07% | -1.4% |
| Q4 2013 | $6,321,000 | +2.8% | 203,893 | -3.5% | 2.10% | -6.4% |
| Q3 2013 | $6,146,000 | +10.1% | 211,353 | +0.3% | 2.25% | +1.8% |
| Q2 2013 | $5,583,000 | – | 210,695 | – | 2.21% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Coston, McIsaac & Partners | 13,152 | $522 | 0.20% |
| ORG Partners LLC | 2,235 | $88,762 | 0.03% |
| Garde Capital, Inc. | 3,969 | $158 | 0.01% |
| Westside Investment Management, Inc. | 694 | $27,569 | 0.01% |
| TUCKER ASSET MANAGEMENT LLC | 59 | $2,335 | 0.00% |