DFIEX
DFA International Core Equity Portfolio
1W: -2.5%
1M: -4.7%
3M: -1.8%
YTD: +7.1%
1Y: +12.2%
3Y: +67.4%
5Y: +53.6%
$22.14
+0.21 (+0.96%)
Weekly Expected Move ±1.6%
$21
$22
$22
$22
$23
Institutional Ownership — DFIEX
7
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
2M
Total Invested
3
New Positions
2
Increased
0
Reduced
0
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (9 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | McIlrath & Eck, LLC NEW | 1,446,459 | $32M | — | +0.0% | 1Q | SEC ↗ |
| 2 | Coston, McIsaac & Partners | 62,398 | $1M | +325 | +0.5% | 16Q | SEC ↗ |
| 3 | GREAT LAKES ADVISORS, LLC | 12,674 | $281K | — | +0.0% | 5Q | SEC ↗ |
| 4 | Vermillion Wealth Management, Inc. NEW | 9,636 | $213K | — | +0.0% | 1Q | SEC ↗ |
| 5 | Financial Gravity Companies, Inc. NEW | 3,633 | $80K | — | +0.0% | 1Q | SEC ↗ |
| 6 | Financial Gravity Asset Management, In | 3,633 | $80K | — | +0.0% | 3Q | SEC ↗ |
| 7 | Westside Investment Management, Inc. | 3,471 | $77K | — | +0.0% | 26Q | SEC ↗ |
| 8 | NBT BANK, N.A. NEW | 687 | $15K | — | +0.0% | 1Q | SEC ↗ |
| 9 | Transce3nd, LLC | 461 | $10K | +5 | +1.1% | 7Q | SEC ↗ |
Recent Activity
New Positions (4)
| Holder | Shares | Value |
|---|---|---|
| McIlrath & Eck, LLC | 1,446,459 | $32M |
| Vermillion Wealth Management, Inc. | 9,636 | $213K |
| Financial Gravity Companies, Inc. | 3,633 | $80K |
| NBT BANK, N.A. | 687 | $15K |
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (2)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Coston, McIsaac & Partners | +325 | +0.5% | 62,398 |
| Transce3nd, LLC | +5 | +1.1% | 461 |
Biggest Decreases (0)
None.