WealthPLAN Partners, LLC - DFA US SMALL CAP PORT FD ownership

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 Q3 2016. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
WealthPLAN Partners, LLC ownership history of DFA US SMALL CAP PORT FD
ValueSharesWeighting
Q2 2016$42,724,0001,4630.01%
Other shareholders
DFA US SMALL CAP PORT FD shareholders Q3 2016
NameSharesValueWeighting ↓
OAKWOOD CAPITAL MANAGEMENT LLC/CA 239,940$7,009,0001.83%
ALBION FINANCIAL GROUP /UT 7,380$216,0000.04%
CT Financial Advisors LLC 861$25,143,0000.02%
WealthPLAN Partners, LLC 1,463$42,724,0000.01%
View complete list of DFA US SMALL CAP PORT FD shareholders