Latest Period
Q1 2026
Security Snapshot
DFA FIVE-YEAR GLOBAL FIX - MFB Institutional Ownership
CUSIP: 233203884
13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026
Institutions Reporting
1
Shares (Excl. Options)
145,716
Price
$10.01
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- Security type / class
- Equity / MFB
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 145,716
- Total 13F value
- $1,458,000
- Portfolio coverage rank
- 0%
- Share change
- -15,358
- Value change
- -$153,882
- Number of holders
- 1
- SEC-reported price per share
- $10.01
Latest holder snapshot
4 signals
Issuer context
Names, identifiers, and filing context for this profile.
1 identity field
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- 233203884 - DFA FIVE-YEAR GLOBAL FIX - MFB is tracked under CUSIP 233203884.
- 1 institution reported positions in Q1 2026.
- Schedule 13D/13G significant owner rows are not currently available.
Change
- Holder count moved from 2 to 1 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $1,615,950 to $1,458,000.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 1 institution filings for Q1 2026.
Security key
233203884
Latest holder period
Q1 2026
13F holders
1
13D/G owners
0
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 233203884:
As of 31 Mar 2026, 1 institutional investors reported holding 145,716 shares of DFA FIVE-YEAR GLOBAL FIX - MFB.
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
35
Latest
Q1 2026
Rows shown
1-25 of 35
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 145,716 | $1,458,000 | -$153,882 | $10.01 | 1 |
| 2025 Q4 | 161,074 | $1,615,950 | -$149,238 | $10.04 | 2 |
| 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 | $10.10 | 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 | $10.01 | 0 |
| 2020 Q3 | 24,874 | $271,000 | +$271,000 | $10.89 | 1 |
| 2019 Q3 | 0 | $0 | -$17 | $10.01 | 0 |
| 2019 Q2 | 1,540 | $17,000 | +$17,000 | $11.04 | 1 |
| 2018 Q2 | 0 | $0 | -$541,000 | $10.01 | 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 | $11.20 | 3 |