Dfa Investment Grade Portfolio Instl non-fidelity mutual fund shares owned by Westside Investment Management
Quarter-by-quarter ownership of Dfa Investment Grade Portfolio Instl non-fidelity mutual fund (DFAPX) shares owned by Westside Investment Management
from 13F filings
Historical chart of Westside Investment Management investment in Dfa Investment Grade Portfolio Instl non-fidelity mutual fund
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Quarterly reported holdings in Dfa Investment Grade Portfolio Instl non-fidelity mutual fund by Westside Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $145k | 14k | 10.27 |
| 2025-06-30 | $143k | 14k | 10.13 |
| 2025-03-31 | $143k | 14k | 10.09 |
| 2024-12-31 | $139k | 14k | 9.85 |
| 2024-09-30 | $144k | 14k | 10.15 |
| 2024-06-30 | $140k | 14k | 9.91 |
| 2024-03-31 | $140k | 14k | 9.92 |
| 2023-12-31 | $162k | 16k | 10.04 |
| 2023-09-30 | $155k | 16k | 9.57 |
| 2023-06-30 | $159k | 16k | 9.83 |
| 2023-03-31 | $161k | 16k | 9.96 |
| 2022-12-31 | $158M | 16k | 9760.31 |
| 2022-09-30 | $154M | 16k | 9550.27 |
| 2022-06-30 | $172M | 16k | 10630.31 |
| 2022-03-31 | $172M | 16k | 10630.31 |
| 2021-12-31 | $189M | 16k | 11690.36 |
| 2021-09-30 | $189M | 16k | 11690.36 |
| 2021-06-30 | $219M | 19k | 11720.19 |
| 2021-03-31 | $216M | 19k | 11540.19 |
| 2020-12-31 | $225M | 19k | 12020.17 |
| 2020-09-30 | $224M | 19k | 12010.17 |
| 2020-06-30 | $224M | 19k | 11970.19 |
| 2020-03-31 | $214M | 19k | 11450.18 |
| 2019-06-30 | $202M | 19k | 10810.15 |
| 2018-06-30 | $196k | 19k | 10.51 |
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