DFFVX
DFA U.S. Targeted Value Portfolio
1W: -1.3%
1M: -5.8%
3M: -3.8%
YTD: +11.9%
1Y: +15.3%
3Y: +55.2%
5Y: +63.9%
$42.17
+0.40 (+0.96%)
Weekly Expected Move ±1.3%
$41
$41
$42
$42
$43
Institutional Ownership — DFFVX
2
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
0M
Total Invested
1
New Positions
1
Increased
0
Reduced
0
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (2 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Coston, McIsaac & Partners | 1,146 | 48K | +5 | +0.4% | 16Q | SEC ↗ |
| 2 | Vermillion Wealth Management, Inc. NEW | 706 | 30K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (1)
| Holder | Shares | Value |
|---|---|---|
| Vermillion Wealth Management, Inc. | 706 | 30K |
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (1)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Coston, McIsaac & Partners | +5 | +0.4% | 1,146 |
Biggest Decreases (0)
None.