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
Tip: Access up to 7 years of quarterly data
All positions including Dfa U.s. Small Cap Value Fund held by Westside Investment Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
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 |
|---|---|---|---|
| 2024-09-30 | $72k | 1.5k | 48.44 |
| 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 |
More positions owned by Westside Investment Management
View all positions for Westside Investment Management
Top funds holding Dfa U.s. Small Cap Value Fund
View all funds holding Dfa U.s. Small Cap Value Fund