DFA US SMALL CAP PORT FD's ticker is and the CUSIP is 233203843. A total of 3 filers reported holding DFA US SMALL CAP PORT FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $27,569 | -4.5% | 694 | 0.0% | 0.01% | 0.0% |
Q2 2023 | $28,860 | +4.4% | 694 | 0.0% | 0.01% | 0.0% |
Q1 2023 | $27,645 | +3.2% | 694 | 0.0% | 0.01% | -87.9% |
Q4 2022 | $26,777 | -99.9% | 694 | 0.0% | 0.07% | +8.2% |
Q3 2022 | $25,458,000 | -17.6% | 694 | 0.0% | 0.06% | -12.9% |
Q2 2022 | $30,881,000 | 0.0% | 694 | 0.0% | 0.07% | +2.9% |
Q1 2022 | $30,881,000 | -5.8% | 694 | 0.0% | 0.07% | -9.3% |
Q4 2021 | $32,798,000 | 0.0% | 694 | 0.0% | 0.08% | -1.3% |
Q3 2021 | $32,798,000 | +0.1% | 694 | 0.0% | 0.08% | 0.0% |
Q2 2021 | $32,770,000 | +4.0% | 694 | 0.0% | 0.08% | -8.4% |
Q1 2021 | $31,513,000 | +18.1% | 694 | 0.0% | 0.08% | +13.7% |
Q4 2020 | $26,680,000 | +28.1% | 694 | 0.0% | 0.07% | +711.1% |
Q3 2020 | $20,833,000 | +3.7% | 694 | 0.0% | 0.01% | -25.0% |
Q2 2020 | $20,090,000 | -95.1% | 694 | -56.9% | 0.01% | -95.7% |
Q1 2020 | $409,406,000 | – | 1,610 | – | 0.28% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Coston, McIsaac & Partners | 13,070 | $505 | 0.20% |
Westside Investment Management, Inc. | 694 | $26,777 | 0.07% |
Garde Capital, Inc. | 3,969 | $154 | 0.02% |