DFA Tax Mgd US Equity's ticker is and the CUSIP is 233203447.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2021 | $502,000 | +5.7% | 11,522 | 0.0% | 0.01% | -11.1% |
Q4 2020 | $475,000 | +13.6% | 11,522 | 0.0% | 0.01% | 0.0% |
Q3 2020 | $418,000 | +9.1% | 11,522 | 0.0% | 0.01% | 0.0% |
Q2 2020 | $383,000 | +21.6% | 11,522 | 0.0% | 0.01% | 0.0% |
Q1 2020 | $315,000 | -51.5% | 11,522 | -38.4% | 0.01% | -35.7% |
Q4 2019 | $650,000 | +8.9% | 18,710 | 0.0% | 0.01% | +7.7% |
Q3 2019 | $597,000 | -22.5% | 18,710 | -25.8% | 0.01% | -23.5% |
Q1 2019 | $770,000 | -5.3% | 25,225 | -16.4% | 0.02% | -10.5% |
Q4 2018 | $813,000 | – | 30,175 | – | 0.02% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
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