DUSQX β€” DFA US LARGE CAP EQUITY INSTITUTIONAL

Ownership history in Garde Capital, Inc.  Β·  18 quarters on record

AI Ownership Summary

Garde Capital, Inc. reported DFA US LARGE CAP EQUITY INSTITUTIONAL (DUSQX) in 18 quarterly 13F filings from 2023 Q4 through 2024 Q4. Peak portfolio weight reached 0.13% in 2024 Q4. The latest visible filing shows DUSQX at 0.13% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DUSQX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Garde Capital, Inc.'s position in DFA US LARGE CAP EQUITY INSTITUTIONAL, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2024 Q4

DUSQX was reported at 0.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.13% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2024 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Garde Capital, Inc. held DUSQX β€” position size vs. price
% of Fund (quarterly)    DUSQX price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q4 UNCHANGED 62,088 β€” 0% 0.13% $2.0M 2025-02-25 $32.45
2024 Q3 UNCHANGED 62,088 β€” 0% 0.13% $2.0M 2024-12-03 $33.14
2024 Q2 ADDED 62,088 +1 +0.0% 0.13% $1.9M 2024-08-19 $30.42
2024 Q1 REDUCED 62,087 -1 -0.0% 0.13% $1.8M 2024-05-29 $28.66
2023 Q4 UNCHANGED 62,088 β€” 0% 0.12% $1.6M 2024-02-21 $26.93
13 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Garde Capital, Inc. and DUSQX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Garde Capital, Inc. reported owning DUSQX?

Garde Capital, Inc. reported DUSQX across 5 quarterly 13F filings, from 2023 Q4 through 2024 Q4.

What was the largest reported DUSQX position in Garde Capital, Inc.'s portfolio?

The largest reported portfolio weight for DUSQX was 0.13% in 2024 Q4.

What is the latest reported DUSQX position on this page?

The most recent filing on this page is 2024 Q4, when Garde Capital, Inc. reported 62,088 shares, equal to 0.13% of portfolio, with an estimated market value of $2.0M.

What does the chart on this DUSQX ownership page compare?

The chart compares Garde Capital, Inc.'s quarterly DUSQX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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