DFIVX
DFA International Value Portfolio
1W: -0.7%
1M: -7.2%
3M: +2.6%
YTD: +1.6%
1Y: +30.5%
3Y: +81.6%
5Y: +91.2%
$30.45
-0.11 (-0.36%)
Weekly Expected Move ±3.1%
$28
$28
$29
$30
$31
Institutional Ownership — DFIVX
4
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
2M
Total Invested
2
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 | Diversified Trust Co | 54,389 | $2M | — | +0.0% | 14Q | SEC ↗ |
| 2 | Coston, McIsaac & Partners | 2,341 | $71K | +46 | +2.0% | 14Q | SEC ↗ |
| 3 | Kohmann Bosshard Financial Services, L NEW | 1,373 | $42K | — | +0.0% | 1Q | SEC ↗ |
| 4 | Motiv8 Investments LLC NEW | 751 | $23K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (2)
| Holder | Shares | Value |
|---|---|---|
| Kohmann Bosshard Financial Services | 1,373 | $42K |
| Motiv8 Investments LLC | 751 | $23K |
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (1)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Coston, McIsaac & Partners | +46 | +2.0% | 2,341 |
Biggest Decreases (0)
None.