DISVX
DFA International Small Cap Value Portfolio
1W: -2.8%
1M: -3.9%
3M: +2.5%
YTD: +10.8%
1Y: +14.0%
3Y: +90.9%
5Y: +84.7%
$34.72
+0.19 (+0.55%)
Weekly Expected Move ±1.8%
$33
$34
$35
$35
$36
Institutional Ownership — DISVX
4
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
0M
Total Invested
1
New Positions
2
Increased
1
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (5 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Coston, McIsaac & Partners | 8,322 | 289K | +34 | +0.4% | 16Q | SEC ↗ |
| 2 | McIlrath & Eck, LLC NEW | 875 | 30K | — | +0.0% | 1Q | SEC ↗ |
| 3 | NBT BANK, N.A. NEW | 381 | 13K | — | +0.0% | 1Q | SEC ↗ |
| 4 | Transce3nd, LLC | 183 | 6K | +3 | +1.7% | 7Q | SEC ↗ |
| 5 | Kohmann Bosshard Financial Services, L | 0 | 0K | -876 | -100.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (2)
| Holder | Shares | Value |
|---|---|---|
| McIlrath & Eck, LLC | 875 | 30K |
| NBT BANK, N.A. | 381 | 13K |
Sold Out (1)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Kohmann Bosshard Financial Services | 876 | 30K |
Biggest Increases (2)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Coston, McIsaac & Partners | +34 | +0.4% | 8,322 |
| Transce3nd, LLC | +3 | +1.7% | 183 |
Biggest Decreases (0)
None.