DFA US SUSTAINABILITY CORE 1 - EQUITY FUNDS Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / EQUITY FUNDS
Price per share
$52.34
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
2,503
Total reported value
$131,000
% of total 13F portfolios
0%
Share change
-3,837
Value change
-$196,424
Number of holders
1
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

As of 31 Dec 2025, 1 institutional investors reported holding 2,503 shares of DFA US SUSTAINABILITY CORE 1 - EQUITY FUNDS.

Institutional Holders of DFA US SUSTAINABILITY CORE 1 - EQUITY FUNDS across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 2,503 $131,000 -$196,424 $52.34 1
2025 Q3 6,340 $323,686 +$196,940 $51.02 2
2025 Q2 2,493 $118,000 -$243,162 $47.33 1
2025 Q1 7,971 $342,839 -$3,264,645 $43.01 2
2024 Q4 79,328 $3,618,000 -$925,403 $45.55 2
2024 Q3 100,006 $4,478,455 -$65,438 $44.79 4
2024 Q2 101,467 $4,251,328 -$1,117,867 $41.90 4
2024 Q1 131,597 $5,308,719 -$132,587 $41.31 5
2023 Q4 135,070 $5,044,896 +$1,090,823 $37.42 6
2023 Q3 102,873 $3,434,842 +$86,143 $33.40 4
2023 Q2 100,295 $3,453,242 -$546,401 $34.44 3
2023 Q1 116,161 $3,715,009 +$2,463 $31.98 3
2022 Q4 116,084 $3,501,954 -$298,824 $30.17 3
2022 Q3 125,989 $3,495,000 -$1,508,068 $27.74 3
2022 Q2 180,319 $5,250,000 +$20,936 $29.10 2
2022 Q1 179,600 $6,211,000 +$68,922 $34.58 2
2021 Q4 177,607 $6,609,000 +$735,207 $37.20 2
2021 Q3 157,850 $5,436,000 +$306,837 $34.41 2
2021 Q2 148,941 $5,149,000 +$1,706,711 $34.53 2
2021 Q1 99,581 $3,222,000 +$1,252,940 $32.99 2
2020 Q4 62,619 $1,870,000 +$555,982 $29.86 2
2020 Q3 44,001 $1,132,000 +$790,000 $25.73 2
2020 Q2 13,281 $315,000 -$16,042,000 $23.72 1
2020 Q1 654,968 $16,298,000 +$256,000 $22.14 2
2019 Q4 641,687 $16,042,000 +$48,099 $25.00 1
2019 Q3 639,763 $14,746,000 +$358,069 $23.05 1
2019 Q2 624,228 $14,288,000 +$218,682 $22.89 1
2019 Q1 614,674 $13,479,000 -$1,030,474 $21.93 1
2018 Q4 667,118 $12,855,000 +$234,215 $19.27 2
2018 Q3 651,930 $15,177,000 +$1,774,605 $23.29 3
2018 Q2 575,698 $12,539,000 +$739,354 $21.78 3
2018 Q1 541,762 $11,436,000 -$5,381,000 $21.11 1
2017 Q4 796,679 $16,817,000 +$2,560,944 $21.11 3
2017 Q3 675,353 $13,527,000 +$764,894 $20.03 3
2017 Q2 637,194 $12,065,000 +$807,456 $19.18 3
2017 Q1 595,110 $11,158,000 +$7,282,167 $18.75 2
2016 Q4 206,712 $3,686,000 -$5,655,041 $17.83 1
2016 Q3 536,620 $9,197,000 -$1,175,341 $17.14 2
2016 Q2 605,198 $9,870,000 +$5,094,171 $16.31 2
2016 Q1 292,972 $4,754,000 -$1,100,293 $16.24 2
2015 Q4 362,848 $5,816,000 +$2,339,474 $16.03 2
2015 Q3 216,863 $3,364,000 +$33,118 $15.51 1
2015 Q2 214,728 $3,635,000 +$300,191 $16.93 1
2015 Q1 196,995 $3,337,000 -$985,331 $16.94 1
2014 Q4 255,372 $4,252,000 +$252,725 $16.65 2
2014 Q3 240,191 $3,896,000 +$205,708 $16.19 2
2014 Q2 227,486 $3,744,000 +$160,121 $16.46 1
2014 Q1 217,757 $3,432,000 +$235,149 $15.76 1