DFAPX
DFA Investment Grade I
1W: -0.3%
1M: -3.2%
3M: -4.3%
YTD: -4.9%
1Y: -5.8%
3Y: +8.9%
5Y: -6.3%
$9.65
-0.02 (-0.21%)
Weekly Expected Move ±0.9%
$9
$10
$10
$10
$10
Institutional Ownership — DFAPX
3
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
1M
Total Invested
1
New Positions
1
Increased
0
Reduced
0
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (4 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | McIlrath & Eck, LLC NEW | 1,660,108 | $16M | — | +0.0% | 1Q | SEC ↗ |
| 2 | Vermillion Wealth Management, Inc. NEW | 73,242 | $707K | — | +0.0% | 1Q | SEC ↗ |
| 3 | Westside Investment Management, Inc. | 14,142 | $136K | — | +0.0% | 26Q | SEC ↗ |
| 4 | Coston, McIsaac & Partners | 9,038 | $87K | +22 | +0.2% | 5Q | SEC ↗ |
Recent Activity
New Positions (2)
| Holder | Shares | Value |
|---|---|---|
| McIlrath & Eck, LLC | 1,660,108 | $16M |
| Vermillion Wealth Management, Inc. | 73,242 | $707K |
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (1)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Coston, McIsaac & Partners | +22 | +0.2% | 9,038 |
Biggest Decreases (0)
None.