DFA US SOCIAL CORE EQUITY 2 PORTFOLIO - EQUITY FUNDS

Historical Holders from Q1 2014 to Q3 2025

Type / Class
Equity / EQUITY FUNDS
Price per share
$32.25
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares as of 30 Sep 2025
3,814
Total reported value
$123,000
% of total 13F portfolios
0%
Share change
-7,899
Value change
-$237,419
Avg buy value change
+0%
Avg sell value change
-0%
Number of holders
1
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
As of 30 Sep 2025, DFA US SOCIAL CORE EQUITY 2 PORTFOLIO - EQUITY FUNDS has 1 institutional shareholder filing 13F forms. They hold 3,814 shares. .

Institutional Holders of DFA US SOCIAL CORE EQUITY 2 PORTFOLIO - EQUITY FUNDS across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (% of par) Investors
2025 Q3 3,814 $123,000 -$237,419 3,224.96% 1
2025 Q2 11,713 $351,677 +$237,947 3,000.59% 2
2025 Q1 3,797 $102,000 +$295 2,686.33% 1
2024 Q4 3,786 $108,000 +$228 2,852.61% 1
2024 Q3 3,778 $106,000 +$253 2,805.72% 1
2024 Q2 3,769 $99,000 -$3,021 2,626.69% 1
2024 Q1 3,759 $98,000 -$168,269 2,607.08% 1
2023 Q4 10,973 $260,788 +$4,162 2,378.32% 3
2023 Q3 3,713 $78,000 +$231 2,100.73% 1
2023 Q2 3,702 $81,000 +$263 2,188.01% 1
2023 Q1 3,690 $75,000 +$244 2,032.52% 1
2022 Q4 3,678 $70,000 +$2,303 1,903.21% 1
2022 Q3 3,557 $64,000 -$471,000 1,799.27% 1
2022 Q2 27,934 $535,000 +$1,915 1,915.23% 1
2022 Q1 27,834 $638,000 +$1,834 2,292.16% 1
2021 Q4 27,754 $681,000 +$26,353 2,453.7% 1
2021 Q3 26,680 $622,000 +$622,000 2,331.33% 1
2020 Q1 0 $0 -$488,000 0
2019 Q4 27,203 $488,000 -$71,559 1,793.92% 1
2019 Q3 31,192 $518,000 +$518,000 1,660.68% 1
2018 Q1 0 $0 -$6,278,000 0
2017 Q4 390,438 $6,278,000 +$523,214 1,607.38% 2
2017 Q3 357,882 $5,468,000 -$135,644 1,526.26% 2
2017 Q2 366,808 $5,369,000 +$651,036 1,462.56% 2
2017 Q1 322,273 $4,638,000 -$65,481 1,439.15% 1
2016 Q4 326,823 $4,540,000 -$33,659 1,389.13% 1
2016 Q3 329,246 $4,300,000 -$87,882 1,306.01% 1
2016 Q2 335,975 $4,163,000 -$11,883 1,239.08% 1
2016 Q1 336,934 $4,131,000 +$82,587 1,226.06% 1
2015 Q4 330,198 $3,995,000 -$3,061 1,209.88% 1
2015 Q3 330,451 $3,942,000 +$41,478 1,192.92% 1
2015 Q2 326,974 $4,313,000 +$359,392 1,319.07% 1
2015 Q1 299,728 $3,968,000 -$501,243 1,323.87% 1
2014 Q4 337,590 $4,429,000 -$57,699 1,311.95% 1
2014 Q3 341,988 $4,408,000 +$90,986 1,288.93% 1
2014 Q2 334,929 $4,448,000 -$673,453 1,328.04% 1
2014 Q1 389,999 $4,964,000 +$1,597,698 1,272.71% 2