Estimated from the value ranges in their annual financial disclosures; the filings give ranges, not exact figures.
Track record
Buys of one stock within six months count once, from the first buy. Each is measured over the next 120 trading days (about 6 months), beside the S&P 500 over the same days. A fact about the stocks, not money anyone made.
No buys old enough to measure yet.
21
Trades
0
Companies
$1.41M
Traded (est.)
Dec 31, 20205y ago
Last traded
Latest 10 of 21 trades
DFA World ex U.S. Core Equity Port InstitutionalDFWIX
Bought
$15K–$50K
Traded Dec 31, 2020made public Apr 21, 2021 · 111 days later
Price unavailable for this span.
DFA U.S. Core Equity 1 Port InstitutionalDFEOX
Bought
$50K–$100K
Traded Dec 31, 2020made public Apr 21, 2021 · 111 days later
Price unavailable for this span.
Vanguard High-Yield Corporate Fund AdmiralVWEAX
Sold
$15K–$50K
Traded Dec 24, 2020made public Apr 21, 2021 · 118 days later
Price unavailable for this span.
DFA U.S. Large Cap Growth Port InstitutionalDUSLX
Sold
$15K–$50K
Traded Dec 24, 2020made public Apr 21, 2021 · 118 days later
Price unavailable for this span.
DFA U.S. Large Cap Value Port InstitutionalDFLVX
Sold
$15K–$50K
Traded Dec 24, 2020made public Apr 21, 2021 · 118 days later
Price unavailable for this span.
DFA U.S. Small Cap Portfolio InstitutionalDFSTX
Sold
$15K–$50K
Traded Nov 9, 2020made public Apr 21, 2021 · 163 days later
Price unavailable for this span.
Vanguard High-Yield Tax-Exempt Fund AdmiralVWALX
Sold
$50K–$100K
Traded Nov 9, 2020made public Apr 21, 2021 · 163 days later
Price unavailable for this span.
DFA U.S. Large Cap Growth Port InstitutionalDUSLX
Sold
$15K–$50K
Traded Nov 9, 2020made public Apr 21, 2021 · 163 days later
Price unavailable for this span.
DFA Tax Managed U.S. Targeted Value Portfolio InstDFLVX
Sold
$15K–$50K
Traded Nov 9, 2020made public Apr 21, 2021 · 163 days later
Price unavailable for this span.
DFA U.S. Large Cap Value Port InstitutionalDFLVX
Bought
$50K–$100K
Traded Nov 9, 2020made public Apr 21, 2021 · 163 days later
Price unavailable for this span.
DFA World ex U.S. Core Equity Port InstitutionalDFWIX
Bought$15K–$50K
Traded Dec 31, 2020 · made public Apr 21, 2021Stock since tradePrice unavailable for this span.
DFA U.S. Core Equity 1 Port InstitutionalDFEOX
Bought$50K–$100K
Traded Dec 31, 2020 · made public Apr 21, 2021Stock since tradePrice unavailable for this span.
Vanguard High-Yield Corporate Fund AdmiralVWEAX
Sold$15K–$50K
Traded Dec 24, 2020 · made public Apr 21, 2021Stock since tradePrice unavailable for this span.
DFA U.S. Large Cap Growth Port InstitutionalDUSLX
Sold$15K–$50K
Traded Dec 24, 2020 · made public Apr 21, 2021Stock since tradePrice unavailable for this span.
DFA U.S. Large Cap Value Port InstitutionalDFLVX
Sold$15K–$50K
Traded Dec 24, 2020 · made public Apr 21, 2021Stock since tradePrice unavailable for this span.
DFA U.S. Small Cap Portfolio InstitutionalDFSTX
Sold$15K–$50K
Traded Nov 9, 2020 · made public Apr 21, 2021Stock since tradePrice unavailable for this span.
Vanguard High-Yield Tax-Exempt Fund AdmiralVWALX
Sold$50K–$100K
Traded Nov 9, 2020 · made public Apr 21, 2021Stock since tradePrice unavailable for this span.
DFA U.S. Large Cap Growth Port InstitutionalDUSLX
Sold$15K–$50K
Traded Nov 9, 2020 · made public Apr 21, 2021Stock since tradePrice unavailable for this span.
DFA Tax Managed U.S. Targeted Value Portfolio InstDFLVX
Sold$15K–$50K
Traded Nov 9, 2020 · made public Apr 21, 2021Stock since tradePrice unavailable for this span.
DFA U.S. Large Cap Value Port InstitutionalDFLVX
Bought$50K–$100K
Traded Nov 9, 2020 · made public Apr 21, 2021Stock since tradePrice unavailable for this span.
Latest 10 of 21 trades ·Pro shows every trade, the money chart, net worth by year, holdings and committees ·Pro is $29 a month →
Amounts are the ranges members report, not exact figures. A trade is made public weeks after it happens.