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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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
Download as csv Download as ExcelQuarterly 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 |
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