DFCEX
DFA Emerging Markets Core Equity Portfolio
1W: -1.3%
1M: -1.4%
3M: -1.5%
YTD: +15.9%
1Y: +20.2%
3Y: +74.9%
5Y: +55.1%
$34.68
+0.37 (+1.08%)
Weekly Expected Move ±2.3%
$33
$34
$34
$35
$36
Institutional Ownership — DFCEX
9
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
5M
Total Invested
2
New Positions
3
Increased
3
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (9 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | FIRST MERCHANTS CORP | 73,801 | $3M | -3,130 | -4.1% | 9Q | SEC ↗ |
| 2 | KELLEHER FINANCIAL ADVISORS | 35,189 | $1M | +17,110 | +94.6% | 4Q | SEC ↗ |
| 3 | Coston, McIsaac & Partners | 27,827 | $965K | -90 | -0.3% | 16Q | SEC ↗ |
| 4 | OAKWORTH CAPITAL, INC. | 2,764 | $96K | +17 | +0.6% | 4Q | SEC ↗ |
| 5 | Vermillion Wealth Management, Inc. NEW | 2,510 | $87K | — | +0.0% | 1Q | SEC ↗ |
| 6 | Westside Investment Management, Inc. | 2,065 | $72K | — | +0.0% | 26Q | SEC ↗ |
| 7 | NBT BANK, N.A. NEW | 569 | $20K | — | +0.0% | 1Q | SEC ↗ |
| 8 | Transce3nd, LLC | 136 | $5K | +1 | +0.7% | 7Q | SEC ↗ |
| 9 | Kohmann Bosshard Financial Services, L | 0 | $0K | -876 | -100.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (2)
| Holder | Shares | Value |
|---|---|---|
| Vermillion Wealth Management, Inc. | 2,510 | $87K |
| NBT BANK, N.A. | 569 | $20K |
Sold Out (1)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Kohmann Bosshard Financial Services | 876 | $30K |
Biggest Increases (3)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| KELLEHER FINANCIAL ADVISORS | +17,110 | +94.6% | 35,189 |
| OAKWORTH CAPITAL, INC. | +17 | +0.6% | 2,764 |
| Transce3nd, LLC | +1 | +0.7% | 136 |
Biggest Decreases (2)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| FIRST MERCHANTS CORP | -3,130 | -4.1% | 73,801 |
| Coston, McIsaac & Partners | -90 | -0.3% | 27,827 |