Coston, McIsaac & Partners - DFA US SMALL CAP PORT FD ownership

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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%.

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Filings
Quarter-by-quarter ownership
Coston, McIsaac & Partners ownership history of DFA US SMALL CAP PORT FD
ValueSharesWeighting
Q3 2023$522
-3.9%
13,152
+0.2%
0.20%
+5.9%
Q2 2023$543
+4.2%
13,125
+0.2%
0.19%
-3.6%
Q1 2023$521
+3.2%
13,097
+0.2%
0.19%
-1.5%
Q4 2022$505
-99.9%
13,070
+2.9%
0.20%
-7.1%
Q3 2022$465,000–12,698–0.21%–
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Other shareholders
DFA US SMALL CAP PORT FD shareholders Q4 2022
NameSharesValueWeighting ↓
Coston, McIsaac & Partners 13,152$5220.20%
ORG Partners LLC 2,235$88,7620.03%
Garde Capital, Inc. 3,969$1580.01%
Westside Investment Management, Inc. 694$27,5690.01%
TUCKER ASSET MANAGEMENT LLC 59$2,3350.00%
View complete list of DFA US SMALL CAP PORT FD shareholders