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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

Tip: Access up to 7 years of quarterly data

All positions including Dfa Investment Grade Portfolio Instl non-fidelity mutual fund held by Westside Investment Management 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 Westside Investment Management

Quarter filed Position value Share count Share price at filing
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

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