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DFA TAX Managed US Marketwide Value Portfolio

Q4 2021 vs Q1 2022

Comparing institutional holders between quarters

Quarters

Q1 2022Q4 2021Q3 2021Q2 2021Q1 2021
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Ferguson Wellman Capital Management, Inc
UNCHANGED
Shares39,581 from 39,581
Change0 (0%)
Value$1.4K (-$37)
Filed 2022-04-14
Rowlandmiller & Partners.adv
UNCHANGED
Shares5,537 from 5,537
Change0 (0%)
Value$199.6K (-$5.2K)
Filed 2022-04-26
Garde Capital, Inc.
CLOSED
Shares0 from 26,599
Change-26,599 (-100%)
Value$0 (-$984)
Filed 2022-05-27
Status
Ferguson Wellman Capital Management, Inc
UNCHANGED39,58139,58100%$1.5K$1.4K-$372022-04-14
Rowlandmiller & Partners.adv
UNCHANGED5,5375,53700%$204.8K$199.6K-$5.2K2022-04-26
Garde Capital, Inc.
CLOSED026,599-26,599-100%$984$0-$9842022-05-27
Showing 3 of 3 institutions