Newman Dignan & Sheerar, Inc. JHSC — JH/DFA Small Cap Value ETF

Ownership history in Newman Dignan & Sheerar, Inc.  ·  21 quarters on record

AI Ownership Summary

Newman Dignan & Sheerar, Inc. reported JH/DFA Small Cap Value ETF (JHSC) in 21 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.45% in 2023 Q4. The latest visible filing shows JHSC at 0.31% 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 JHSC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Newman Dignan & Sheerar, Inc.'s position in JH/DFA Small Cap Value ETF, 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
2026 Q1

JHSC was reported at 0.31% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.45% in 2023 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 2026 Q1

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.

JHSC stock page Newman Dignan & Sheerar, Inc. fund profile Newman Dignan & Sheerar, Inc. full holdings
How Newman Dignan & Sheerar, Inc. held JHSC — position size vs. price
% of Fund (quarterly)    JHSC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 34,361 -505 -1.4% 0.31% $1.5M 2026-04-13 $45.29
2025 Q4 REDUCED — — — 34,866 -844 -2.4% 0.31% $1.5M 2026-01-22 $45.54
2025 Q3 REDUCED — — — 35,710 -172 -0.5% 0.32% $1.5M 2025-10-09 $41.40
2025 Q2 REDUCED 7.3% +6.6% ❌ 35,882 -2,817 -7.3% 0.32% $1.4M 2025-07-18 $39.69
2024 Q3 REDUCED — — — 38,699 -616 -1.6% 0.37% $1.6M 2024-11-12 $41.87
2024 Q2 REDUCED — — — 39,315 -1,182 -2.9% 0.38% $1.5M 2024-07-15 $38.08
2023 Q4 REDUCED — — — 40,497 -584 -1.4% 0.45% $1.5M 2024-02-09 $35.61
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding JHSC

As of 2026 Q1 — sorted by position size

SIMS INVESTMENT MANAGEMENT, LLC 5.51% Gilbert & Cook, Inc. 3Y 7Y 3.86% American Institute for Advanced Investment Management, LLP 3Y 1.3% Empire Financial Management Company, LLC 3Y 0.79% Cornell Pochily Investment Advisors, Inc. 3Y 7Y 0.73% VISTA INVESTMENT PARTNERS LLC 0.62% Midwest Heritage Bank, FSB 3Y 0.33% Birchwood Financial Partners, Inc. 0.32% Advisor Resource Council 3Y 0.29% Financially in Tune, LLC 0.18%

FAQ About Newman Dignan & Sheerar, Inc. and JHSC

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

How long has Newman Dignan & Sheerar, Inc. reported owning JHSC?

Newman Dignan & Sheerar, Inc. reported JHSC across 7 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported JHSC position in Newman Dignan & Sheerar, Inc.'s portfolio?

The largest reported portfolio weight for JHSC was 0.45% in 2023 Q4.

What is the latest reported JHSC position on this page?

The most recent filing on this page is 2026 Q1, when Newman Dignan & Sheerar, Inc. reported 34,361 shares, equal to 0.31% of portfolio, with an estimated market value of $1.5M.

What does the chart on this JHSC ownership page compare?

The chart compares Newman Dignan & Sheerar, Inc.'s quarterly JHSC 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.

How well did Newman Dignan & Sheerar, Inc. time their JHSC position?

Based on 13F filing dates vs. subsequent JHSC price moves, Newman Dignan & Sheerar, Inc. correctly timed 9 out of 20 reported position changes (45%). The annualised alpha on JHSC relative to SPY over the holding period was +0.1%.

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