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 Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $158 | -3.7% | 3,969 | 0.0% | 0.01% | -7.1% |
Q2 2023 | $164 | +3.8% | 3,969 | 0.0% | 0.01% | -17.6% |
Q1 2023 | $158 | +2.6% | 3,969 | 0.0% | 0.02% | -5.6% |
Q4 2022 | $154 | -99.9% | 3,969 | 0.0% | 0.02% | -5.3% |
Q3 2022 | $145,000 | -4.0% | 3,969 | 0.0% | 0.02% | +5.6% |
Q2 2022 | $151,000 | -13.7% | 3,969 | 0.0% | 0.02% | 0.0% |
Q1 2022 | $175,000 | -6.4% | 3,969 | 0.0% | 0.02% | 0.0% |
Q4 2021 | $187,000 | +2.2% | 3,969 | +0.8% | 0.02% | -5.3% |
Q3 2021 | $183,000 | -1.6% | 3,938 | +0.0% | 0.02% | 0.0% |
Q2 2021 | $186,000 | +3.9% | 3,937 | +0.0% | 0.02% | -9.5% |
Q1 2021 | $179,000 | +18.5% | 3,936 | +0.1% | 0.02% | +16.7% |
Q4 2020 | $151,000 | – | 3,934 | – | 0.02% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
ENTERPRISE FINANCIAL SERVICES CORP | 89,365 | $3,949,000 | 0.65% |
Westside Investment Management, Inc. | 694 | $30,881,000 | 0.07% |
Garde Capital, Inc. | 3,969 | $175,000 | 0.02% |