DFEVX
DFA Emerging Markets Value Portfolio
1W: -0.9%
1M: -2.2%
3M: +0.9%
YTD: +18.6%
1Y: +25.6%
3Y: +78.4%
5Y: +72.4%
$45.30
+0.48 (+1.07%)
Weekly Expected Move ±2.0%
$43
$44
$45
$46
$47
Institutional Ownership — DFEVX
2
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
0M
Total Invested
0
New Positions
1
Increased
1
Reduced
0
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (3 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Transce3nd, LLC | 385 | 17K | +3 | +0.8% | 7Q | SEC ↗ |
| 2 | Coston, McIsaac & Partners | 166 | 8K | -577 | -77.7% | 16Q | SEC ↗ |
| 3 | DIVERSIFIED TRUST CO | 0 | 0K | -5,857 | -100.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (0)
No new positions this quarter.
Sold Out (1)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| DIVERSIFIED TRUST CO | 5,857 | 265K |
Biggest Increases (1)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Transce3nd, LLC | +3 | +0.8% | 385 |
Biggest Decreases (1)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Coston, McIsaac & Partners | -577 | -77.7% | 166 |