Coston, McIsaac & Partners - DFA SMALL CAP VALUE FUND ownership

Back to all holdings Add to watchlist

DFA SMALL CAP VALUE FUND's ticker is and the CUSIP is 233203819. A total of 5 filers reported holding DFA SMALL CAP VALUE FUND in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.2%.

Links
Filings
Quarter-by-quarter ownership
Coston, McIsaac & Partners ownership history of DFA SMALL CAP VALUE FUND
ValueSharesWeighting
Q3 2023$388
-1.0%
9,673
+0.4%
0.15%
+8.9%
Q2 2023$392
+1.8%
9,639
-2.2%
0.14%
-5.6%
Q1 2023$385
-0.3%
9,860
+0.3%
0.14%
-4.7%
Q4 2022$386
-99.9%
9,827
+4.8%
0.15%
-4.5%
Q3 2022$343,000–9,381–0.16%–
 Download
Other shareholders
DFA SMALL CAP VALUE FUND shareholders Q4 2022
NameSharesValueWeighting ↓
Sequent Asset Management, LLC 183,992$5,765,0003.83%
RNC CAPITAL MANAGEMENT LLC 282,203$8,841,0000.83%
CT Financial Advisors LLC 13,649$427,616,0000.26%
CCM INVESTMENT ADVISERS LLC 85,205$2,669,0000.25%
WealthPLAN Partners, LLC 422$13,213,0000.00%
Vantage Investment Advisors, LLC 44$1,0000.00%
View complete list of DFA SMALL CAP VALUE FUND shareholders