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Dfa U.s. Small Cap Value Fund shares owned by CT Financial Advisors

Quarter-by-quarter ownership of Dfa U.s. Small Cap Value Fund (DFSVX) shares owned by CT Financial Advisors from 13F filings

Historical chart of CT Financial Advisors investment in Dfa U.s. Small Cap Value Fund

Tip: Access up to 7 years of quarterly data

All positions including Dfa U.s. Small Cap Value 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 U.s. Small Cap Value Fund by CT Financial Advisors

Quarter filed Position value Share count Share price at filing
2017-03-31 $520k 14k 36.87
2016-12-31 $527k 14k 37.39
2016-09-30 $462k 14k 33.81
2016-06-30 $428k 14k 31.33
2016-03-31 $427k 14k 31.07
2015-12-31 $418k 14k 30.49
2015-09-30 $357k 11k 31.42
2015-06-30 $405k 11k 35.74
2015-03-31 $406k 11k 35.82
2014-03-31 $406k 11k 35.82

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 U.s. Small Cap Value Fund

Sequent Asset Management
First Merchants Bank, National Association
Coston, McIsaac & Partners
McMahon Financial Advisors
Westside Investment Management
Tucker Asset Management

View all funds holding Dfa U.s. Small Cap Value Fund