DFA INVESTMENT GRADE I - BOND

Historical Holders from Q1 2014 to Q3 2025

Type / Class
Equity / BOND
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares, excl. options
106,651
Holdings value
$1,093,373
% of all portfolios
0%
Number of holders
3
Number of buys
2
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 INVESTMENT GRADE I - BOND

Period Reported Shares, Excl. Options Value, Excl. Options Change Price Investors
2025 Q3 106,651 $1,093,373 +$706,430 $10.25 3
2025 Q2 37,901 $383,178 -$663,231 $10.13 3
2025 Q1 103,829 $1,045,843 +$903,146 $10.08 2
2024 Q4 14,142 $139,303 $9.85 1
2024 Q3 14,142 $143,545 $10.15 1
2024 Q2 14,142 $140,151 -$9,269,213 $9.91 1
2024 Q1 14,142 $140,293 -$58,099 $9.92 1
2023 Q4 943,182 $9,469,543 +$9,307,352 $10.04 3
2023 Q3 16,154 $154,598 -$8,976,708 $9.57 1
2023 Q2 924,521 $9,135,507 -$1,471,543 $9.83 3
2023 Q1 1,073,425 $10,690,974 +$10,484,970 $9.96 3
2022 Q4 20,725 $157,712,000 +$44,000 $4,884.97 2
2022 Q3 16,154 $154,275,000 $9,550.27 1
2022 Q2 16,154 $171,722,000 $10,630.31 1
2022 Q1 16,154 $171,722,000 -$428,000 $10,630.31 1
2021 Q4 53,540 $189,274,000 +$18,430 $11.46 4
2021 Q3 51,917 $189,263,000 -$29,367,360 $11.67 3
2021 Q2 32,519 $219,189,000 -$167,000 $5,865.95 2
2021 Q1 46,955 $215,990,000 +$167,000 $11.57 3
2020 Q4 32,519 $224,799,000 $6,016.09 2
2020 Q3 18,688 $224,446,000 $12,010.17 1
2020 Q2 18,688 $223,699,000 $11,970.19 1
2020 Q1 18,688 $213,981,000 -$201,000 $11,450.18 1
2019 Q4 17,840 $201,000 +$31,667 $11.27 1
2019 Q3 15,038 $169,333 $11.26 1
2019 Q2 33,726 $202,187,678 +$202,187,678 $5,410.65 2
2018 Q3 0 $0 -$196,414 0
2018 Q2 18,688 $196,414 +$196,414 $10.51 1
2017 Q1 9,072 $97,522 -$118,000 $10.75 1
2016 Q4 20,111 $214,978 -$86,203 $10.69 2
2016 Q3 28,175 $313,539 -$25,160,731 $11.13 2
2016 Q2 30,320 $25,474,927 +$24,212,505 $11.17 3
2016 Q1 114,939 $1,256,595 +$952,609 $10.94 3
2015 Q4 27,779 $295,534 +$2,649 $10.64 2
2015 Q3 27,530 $297,603 +$1,729 $10.81 2
2015 Q2 27,370 $292,875 +$1,701 $10.7 2
2015 Q1 27,211 $297,985 +$297,985 $10.95 2
2014 Q1 16,620 $181,985 $10.95 1