Dfa U.s. Small Cap Value Fund shares owned by Westside Investment Management
Quarter-by-quarter ownership of Dfa U.s. Small Cap Value Fund (DFSVX) shares owned by Westside Investment Management
from 13F filings
Historical chart of Westside Investment Management investment in Dfa U.s. Small Cap Value Fund
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Quarterly reported holdings in Dfa U.s. Small Cap Value Fund by Westside Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $68k | 1.5k | 45.36 |
| 2024-03-31 | $70k | 1.5k | 46.61 |
| 2023-12-31 | $67k | 1.5k | 44.95 |
| 2023-09-30 | $60k | 1.5k | 40.18 |
| 2023-06-30 | $61k | 1.5k | 40.97 |
| 2023-03-31 | $58k | 1.5k | 39.11 |
| 2022-12-31 | $58M | 1.5k | 39134.63 |
| 2022-09-30 | $55M | 1.5k | 36644.34 |
| 2022-06-30 | $65M | 1.5k | 43595.45 |
| 2022-03-31 | $65M | 1.5k | 43595.45 |
| 2021-12-31 | $68M | 1.5k | 45455.46 |
| 2021-09-30 | $68M | 1.5k | 45455.46 |
| 2021-06-30 | $67M | 1.5k | 45105.83 |
| 2021-03-31 | $65M | 1.5k | 43475.55 |
| 2020-12-31 | $51M | 1.5k | 34434.03 |
| 2020-09-30 | $39M | 1.5k | 26303.42 |
| 2020-06-30 | $38M | 1.5k | 25543.20 |
| 2020-03-31 | $31M | 1.5k | 20942.40 |
| 2018-06-30 | $60k | 1.5k | 40.37 |
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