Who owns Dfa Investment Grade Portfolio Instl non-fidelity mutual fund?

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Analyze quarterly positions in Dfa Investment Grade Portfolio Instl non-fidelity mutual fund with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Dfa Investment Grade Portfolio Instl non-fidelity mutual fund stock

Who bought or sold Dfa Investment Grade Portfolio Instl non-fidelity mutual fund this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Westside Investment Management 14k $144k 0% Dec 2025
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Coston, McIsaac & Partners 9.0k $91k -3% Dec 2025
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Who sold out of Dfa Investment Grade Portfolio Instl non-fidelity mutual fund?

Fund or Company Name Date Sold Shares Held Valued At
Vermillion Wealth Management Sep 2025 83k $853k