Q4 2022 13F Holders as of 31 Dec 2022
-
Type / Class
-
Equity / DISCIPLINE FUND
-
Number of holders
-
3
-
Total 13F shares, excl. options
-
1,101,679
-
Shares change
-
-75,212
-
Total reported value, excl. options
-
$22,815,315
-
Value change
-
-$1,504,833
-
Number of buys
-
1
-
Number of sells
-
-2
-
Price
-
$20.71
Significant Holders of EA SERIES TRUST - DISCIPLINE FUND (DDX) as of Q4 2022
4 filings reported holding DDX - EA SERIES TRUST - DISCIPLINE FUND as of Q4 2022.
EA SERIES TRUST - DISCIPLINE FUND (DDX) has 3 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,101,679 shares
.
Largest 4 shareholders include Orcam Financial Group (1,097,994 shares), UBS Group AG (1,970 shares), Federation des caisses Desjardins du Quebec (1,715 shares), and Pathway Financial Advisors LLC (0 shares).
This table shows the top 3 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.