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Dfa Investment Grade Portfolio Instl non-fidelity mutual fund shares owned by CT Financial Advisors

Quarter-by-quarter ownership of Dfa Investment Grade Portfolio Instl non-fidelity mutual fund (DFAPX) shares owned by CT Financial Advisors from 13F filings

Historical chart of CT Financial Advisors investment in Dfa Investment Grade Portfolio Instl non-fidelity mutual fund

Tip: Access up to 7 years of quarterly data

All positions including Dfa Investment Grade Portfolio Instl non-fidelity mutual fund held by CT Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dfa Investment Grade Portfolio Instl non-fidelity mutual fund by CT Financial Advisors

Quarter filed Position value Share count Share price at filing
2017-03-31 $98k 9.1k 10.75
2016-12-31 $97k 9.1k 10.69
2016-09-30 $192k 17k 11.13
2016-06-30 $191k 17k 11.14
2016-03-31 $187k 17k 10.94
2015-12-31 $181k 17k 10.64
2015-09-30 $182k 17k 10.80
2015-06-30 $179k 17k 10.70
2015-03-31 $182k 17k 10.95
2014-03-31 $182k 17k 10.95

More positions owned by CT Financial Advisors

3M Company (MMM)
iShares Lehman Aggregate Bond (AGG)
Vanguard FTSE All-World ex-US ETF (VEU)
Dfa Commodity Strategy Port (DCMSX)
Dfa Global Real Estate Securit (DFGEX)
Vanguard Short-Term Bond ETF (BSV)
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB)
Dfa Invt Dimension Grp Intl (DFIEX)
Dfa Us Core Equity 2 (DFQTX)
Intel Corporation (INTC)
Spdr S&p 500 Etf (SPY)
iShares Brclys Intrdte Gov/Crt Bd (GVI)
SPDR Gold Trust (GLD)
Europacific Growth Fd shs cl f-2 (AEPFX)
Nextera Energy (NEE)

View all positions for CT Financial Advisors

Top funds holding Dfa Investment Grade Portfolio Instl non-fidelity mutual fund

Westside Investment Management
Tucker Asset Management

View all funds holding Dfa Investment Grade Portfolio Instl non-fidelity mutual fund