DFSCX
DFA U.S. Micro Cap Portfolio
1W: -0.7%
1M: -3.7%
3M: -4.8%
YTD: +17.0%
1Y: +19.9%
3Y: +62.3%
5Y: +36.0%
$37.36
+0.38 (+1.03%)
Weekly Expected Move ±1.4%
$36
$36
$37
$37
$38
Institutional Ownership — DFSCX
2
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
0M
Total Invested
0
New Positions
2
Increased
0
Reduced
0
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (3 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | McIlrath & Eck, LLC NEW | 130,672 | 5M | — | +0.0% | 1Q | SEC ↗ |
| 2 | Coston, McIsaac & Partners | 1,487 | 56K | +4 | +0.3% | 16Q | SEC ↗ |
| 3 | OAKWORTH CAPITAL, INC. | 930 | 35K | +3 | +0.3% | 4Q | SEC ↗ |
Recent Activity
New Positions (1)
| Holder | Shares | Value |
|---|---|---|
| McIlrath & Eck, LLC | 130,672 | 5M |
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (2)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Coston, McIsaac & Partners | +4 | +0.3% | 1,487 |
| OAKWORTH CAPITAL, INC. | +3 | +0.3% | 930 |
Biggest Decreases (0)
None.