DFA SMALL CAP VALUE FUND's ticker is and the CUSIP is 233203819. A total of 3 filers reported holding DFA SMALL CAP VALUE FUND in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $8,022,000 | +13.4% | 204,167 | +5.8% | 5.40% | +1.8% |
| Q3 2022 | $7,071,000 | -2.6% | 192,975 | +0.4% | 5.31% | -0.5% |
| Q2 2022 | $7,259,000 | -12.6% | 192,127 | +0.3% | 5.34% | +9.7% |
| Q1 2022 | $8,308,000 | -0.1% | 191,550 | +0.2% | 4.86% | +7.2% |
| Q4 2021 | $8,314,000 | +7.1% | 191,260 | +9.9% | 4.54% | +2.0% |
| Q3 2021 | $7,763,000 | -0.8% | 173,974 | +0.3% | 4.45% | -0.8% |
| Q2 2021 | $7,823,000 | +4.0% | 173,449 | +0.2% | 4.48% | -3.4% |
| Q1 2021 | $7,521,000 | +26.5% | 173,017 | +0.2% | 4.64% | +18.7% |
| Q4 2020 | $5,945,000 | +32.6% | 172,682 | +1.3% | 3.91% | +21.1% |
| Q3 2020 | $4,482,000 | +3.4% | 170,406 | +0.4% | 3.23% | -1.6% |
| Q2 2020 | $4,335,000 | -2.8% | 169,752 | -20.3% | 3.28% | -9.9% |
| Q1 2020 | $4,462,000 | -39.0% | 213,047 | +0.3% | 3.64% | -13.2% |
| Q4 2019 | $7,318,000 | +8.4% | 212,474 | +1.3% | 4.20% | -15.1% |
| Q3 2019 | $6,751,000 | -2.4% | 209,666 | +0.1% | 4.94% | -0.9% |
| Q2 2019 | $6,914,000 | -1.0% | 209,471 | +0.1% | 4.99% | -0.8% |
| Q1 2019 | $6,986,000 | +8.1% | 209,263 | -2.9% | 5.03% | -3.2% |
| Q4 2018 | $6,463,000 | -20.3% | 215,416 | +6.7% | 5.20% | -6.4% |
| Q3 2018 | $8,106,000 | +1.0% | 201,799 | +0.1% | 5.56% | -0.7% |
| Q2 2018 | $8,025,000 | +11.4% | 201,539 | +3.1% | 5.60% | +29.0% |
| Q1 2018 | $7,207,000 | -6.7% | 195,465 | -4.0% | 4.34% | +2.4% |
| Q4 2017 | $7,724,000 | +1.5% | 203,697 | +3.6% | 4.24% | -4.7% |
| Q3 2017 | $7,611,000 | +6.0% | 196,656 | +0.2% | 4.44% | +1.4% |
| Q2 2017 | $7,182,000 | -4.3% | 196,277 | -3.5% | 4.38% | +3.3% |
| Q1 2017 | $7,502,000 | +4.8% | 203,464 | +6.3% | 4.24% | -3.3% |
| Q4 2016 | $7,158,000 | +15.0% | 191,442 | +4.0% | 4.39% | +9.6% |
| Q3 2016 | $6,223,000 | +7.9% | 184,063 | +0.0% | 4.00% | +4.4% |
| Q2 2016 | $5,765,000 | +1.2% | 183,992 | +0.4% | 3.83% | -1.6% |
| Q1 2016 | $5,696,000 | +2.3% | 183,319 | +0.4% | 3.89% | -4.2% |
| Q4 2015 | $5,567,000 | +6.5% | 182,603 | +9.8% | 4.06% | +2.7% |
| Q3 2015 | $5,226,000 | -11.3% | 166,341 | +0.9% | 3.96% | -3.5% |
| Q2 2015 | $5,892,000 | +0.1% | 164,866 | +0.3% | 4.10% | -3.5% |
| Q1 2015 | $5,888,000 | +1.9% | 164,366 | -0.6% | 4.25% | +2.0% |
| Q4 2014 | $5,780,000 | +6.7% | 165,296 | +4.5% | 4.16% | +2.0% |
| Q3 2014 | $5,416,000 | -7.2% | 158,197 | +0.2% | 4.08% | -2.9% |
| Q2 2014 | $5,839,000 | +3.3% | 157,931 | +0.1% | 4.21% | -6.2% |
| Q1 2014 | $5,654,000 | +0.6% | 157,752 | -0.6% | 4.49% | -5.6% |
| Q4 2013 | $5,620,000 | +11.7% | 158,706 | +5.1% | 4.75% | +3.2% |
| Q3 2013 | $5,030,000 | +440.9% | 151,002 | +400.3% | 4.60% | +323.0% |
| Q2 2013 | $930,000 | – | 30,182 | – | 1.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Coston, McIsaac & Partners | 9,673 | $388 | 0.15% |
| Westside Investment Management, Inc. | 1,493 | $59,996 | 0.02% |
| TUCKER ASSET MANAGEMENT LLC | 532 | $21,366 | 0.01% |