Q1 2023 13F Holders as of 31 Mar 2023
-
Type / Class
-
Equity / DISCIPLINE FUND
-
Number of holders
-
3
-
Total 13F shares, excl. options
-
1.34M
-
Shares change
-
+244K
-
Total reported value, excl. options
-
$29.3M
-
Value change
-
+$5.32M
-
Number of buys
-
2
-
Number of sells
-
-1
-
Price
-
$21.78
Significant Holders of EA SERIES TRUST - DISCIPLINE FUND (DDX) as of Q1 2023
4 filings reported holding DDX - EA SERIES TRUST - DISCIPLINE FUND as of Q1 2023.
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 1.34M shares
.
Largest 4 shareholders include Orcam Financial Group (1.26M shares), Pathway Financial Advisors LLC (81.1K shares), Federation des caisses Desjardins du Quebec (1.75K shares), and UBS Group AG (114 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.