Institutional Ownership Ea Series Trust Discipline Fd (DSCF)
This table provides information about the institutional ownership of Ea Series Trust Discipline Fd (DSCF). We have compiled data on the 7 institutions that hold shares in the stock, with a total of 1.92 Million shares, which have been reported (via 13F filing form) to have a value of $44.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Orcam Financial Group
Encinitas, CA |
May 14, 2025 Q1 2025 |
1,605,230
shares
|
$37.3 Million
34.9% of portfolio
|
Q1 2025
Added 2.48%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
228,833
shares
|
$5.31 Million
0.03% of portfolio
|
Q1 2025
Added 33.28%
|
|
|
Pathway Financial Advisors LLC
|
Apr 16, 2025 Q1 2025 |
85,654
shares
|
$1.99 Million
0.38% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
4,015
shares
|
$93,188
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
33
shares
|
$765
0.0% of portfolio
|
Q1 2025
Reduced 44.07%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1
shares
|
$23
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|