DFA FIVE-YEAR GLOBAL FIX - BOND FUNDS

Historical Holders from Q1 2014 to Q3 2025

Type / Class
Equity / BOND FUNDS
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares, excl. options
175,955
Holdings value
$1,780,000
% of all portfolios
0%
Number of holders
1
Number of buys
1
Number of sells
-1
Average buys %
+0%
Average sells %
-0%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Institutional Holders of DFA FIVE-YEAR GLOBAL FIX - BOND FUNDS

Period Reported Shares, Excl. Options Value, Excl. Options Change Price Investors
2025 Q3 175,955 $1,780,000 -$109,008 $10.12 1
2025 Q2 186,727 $1,888,697 +$1,888,697 $10.12 2
2024 Q4 921 $9,225 $10.02 1
2024 Q3 921 $9,289 $10.09 1
2024 Q2 921 $9,335 -$585,615 $10.14 1
2024 Q1 921 $9,299 $10.1 1
2023 Q4 59,717 $594,785 +$585,615 $9.96 2
2023 Q3 921 $9,271 -$3,336,693 $10.07 1
2023 Q2 333,318 $3,345,964 -$66,834 $10.04 2
2023 Q1 339,975 $3,388,696 -$129,661 $9.97 2
2022 Q4 353,984 $3,479,270 +$3,472,838 $9.83 3
2020 Q4 0 $0 -$271,000 0
2020 Q3 24,874 $271,000 +$271,000 $10.89 1
2019 Q3 0 $0 -$17 0
2019 Q2 1,540 $17,000 +$17,000 $11.04 1
2018 Q2 0 $0 -$541,000 0
2018 Q1 49,935 $541,000 -$4,346,564 $10.83 1
2017 Q4 449,790 $4,889,000 +$2,227,943 $10.87 3
2017 Q3 244,848 $2,696,000 -$2,313,001 $11.01 3
2017 Q2 454,953 $4,990,000 +$4,008,952 $10.96 3
2017 Q1 209,223 $2,282,609 -$63,882 $10.91 3
2016 Q4 215,079 $2,338,596 +$58,505 $10.87 3
2016 Q3 209,697 $2,348,647 +$188,449 $11.2 3
2016 Q2 192,877 $2,160,435 -$899,280 $11.2 3
2016 Q1 277,107 $3,046,878 +$1,748,500 $11.09 5
2015 Q4 116,892 $1,274,210 +$36,399 $10.9 3
2015 Q3 113,295 $1,256,778 -$93,056 $11.1 2
2015 Q2 121,657 $1,334,790 -$455,783 $10.97 2
2015 Q1 162,703 $1,802,508 +$1,261,793 $11.08 3
2014 Q4 48,826 $534,000 -$448 $10.94 1
2014 Q3 48,867 $537,000 +$9,989 $10.99 1
2014 Q2 47,958 $527,000 -$189,187 $10.99 1
2014 Q1 135,169 $1,485,508 +$712,000 $10.9 3