As of 30 Sep 2025, 3 institutional investors reported holding 106,651 shares of DFA INVESTMENT GRADE I - BOND.
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q3 | 106,651 | $1,093,373 | +$706,428 | $10.25 | 3 |
| 2025 Q2 | 37,901 | $383,178 | -$663,233 | $10.13 | 3 |
| 2025 Q1 | 103,829 | $1,045,843 | +$903,148 | $10.08 | 2 |
| 2024 Q4 | 14,142 | $139,303 | $9.85 | 1 | |
| 2024 Q3 | 14,142 | $143,545 | $0 | $10.15 | 1 |
| 2024 Q2 | 14,142 | $140,151 | -$9,269,219 | $9.91 | 1 |
| 2024 Q1 | 14,142 | $140,293 | -$58,099 | $9.92 | 1 |
| 2023 Q4 | 943,182 | $9,469,543 | +$9,307,358 | $10.04 | 3 |
| 2023 Q3 | 16,154 | $154,598 | -$38,000 | $9.57 | 1 |
| 2023 Q2 | 924,521 | $9,135,507 | -$1,471,545 | $9.83 | 3 |
| 2023 Q1 | 1,073,425 | $10,690,974 | -$7,105 | $9.96 | 3 |
| 2022 Q4 | 20,725 | $157,712,000 | +$44,000 | $4884.97 | 2 |
| 2022 Q3 | 16,154 | $154,275,000 | $0 | $9550.27 | 1 |
| 2022 Q2 | 16,154 | $171,722,000 | $0 | $10630.31 | 1 |
| 2022 Q1 | 16,154 | $171,722,000 | -$427,999 | $10630.31 | 1 |
| 2021 Q4 | 53,540 | $189,274,000 | +$18,430 | $11.46 | 4 |
| 2021 Q3 | 51,917 | $189,263,000 | -$29,367,361 | $11.67 | 3 |
| 2021 Q2 | 32,519 | $219,189,000 | -$167,000 | $5865.95 | 2 |
| 2021 Q1 | 46,955 | $215,990,000 | +$167,000 | $11.57 | 3 |
| 2020 Q4 | 32,519 | $224,799,000 | $0 | $6016.09 | 2 |
| 2020 Q3 | 18,688 | $224,446,000 | $0 | $12010.17 | 1 |
| 2020 Q2 | 18,688 | $223,699,000 | $0 | $11970.19 | 1 |
| 2020 Q1 | 18,688 | $213,981,000 | -$201,000 | $11450.18 | 1 |
| 2019 Q4 | 17,840 | $201,000 | +$31,667 | $11.27 | 1 |
| 2019 Q3 | 15,038 | $169,333 | $0 | $11.26 | 1 |
| 2019 Q2 | 33,726 | $202,187,678 | +$202,187,677 | $5410.65 | 2 |
| 2018 Q3 | 0 | $0 | -$196,415 | $10.25 | 0 |
| 2018 Q2 | 18,688 | $196,414 | +$196,415 | $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 | -$23,893 | $11.13 | 2 |
| 2016 Q2 | 30,320 | $338,089 | -$949,494 | $11.14 | 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 | +$1,730 | $10.81 | 2 |
| 2015 Q2 | 27,370 | $292,875 | +$1,701 | $10.70 | 2 |
| 2015 Q1 | 27,211 | $297,985 | +$297,986 | $10.95 | 2 |
| 2014 Q1 | 16,620 | $181,985 | $0 | $10.95 | 1 |