DFA US SOCIAL CORE EQUITY 2 PORTFOLIO - EQUITY FUNDS Institutional Ownership

13F Institutional Holders and Ownership History 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
3,814
Total reported value
$123,000
% of total 13F portfolios
0%
Share change
-7,899
Value change
-$237,419
Number of holders
1
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

As of 30 Sep 2025, 1 institutional investors reported holding 3,814 shares of DFA US SOCIAL CORE EQUITY 2 PORTFOLIO - EQUITY FUNDS.

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 (Median) Investors
2025 Q3 3,814 $123,000 -$237,419 $32.25 1
2025 Q2 11,713 $351,677 +$237,947 $30.01 2
2025 Q1 3,797 $102,000 +$295 $26.86 1
2024 Q4 3,786 $108,000 +$228 $28.53 1
2024 Q3 3,778 $106,000 +$253 $28.06 1
2024 Q2 3,769 $99,000 -$3,021 $26.27 1
2024 Q1 3,759 $98,000 -$168,269 $26.07 1
2023 Q4 10,973 $260,788 +$4,162 $23.78 3
2023 Q3 3,713 $78,000 +$231 $21.01 1
2023 Q2 3,702 $81,000 +$263 $21.88 1
2023 Q1 3,690 $75,000 +$244 $20.33 1
2022 Q4 3,678 $70,000 +$2,303 $19.03 1
2022 Q3 3,557 $64,000 -$471,000 $17.99 1
2022 Q2 27,934 $535,000 +$1,915 $19.15 1
2022 Q1 27,834 $638,000 +$1,834 $22.92 1
2021 Q4 27,754 $681,000 +$26,353 $24.54 1
2021 Q3 26,680 $622,000 +$622,000 $23.31 1
2020 Q1 0 $0 -$488,000 $32.25 0
2019 Q4 27,203 $488,000 -$71,559 $17.94 1
2019 Q3 31,192 $518,000 +$518,000 $16.61 1
2018 Q1 0 $0 -$6,278,000 $32.25 0
2017 Q4 390,438 $6,278,000 +$523,214 $16.07 2
2017 Q3 357,882 $5,468,000 -$135,644 $15.26 2
2017 Q2 366,808 $5,369,000 +$651,036 $14.63 2
2017 Q1 322,273 $4,638,000 -$65,481 $14.39 1
2016 Q4 326,823 $4,540,000 -$33,659 $13.89 1
2016 Q3 329,246 $4,300,000 -$87,882 $13.06 1
2016 Q2 335,975 $4,163,000 -$11,883 $12.39 1
2016 Q1 336,934 $4,131,000 +$82,587 $12.26 1
2015 Q4 330,198 $3,995,000 -$3,061 $12.10 1
2015 Q3 330,451 $3,942,000 +$41,478 $11.93 1
2015 Q2 326,974 $4,313,000 +$359,392 $13.19 1
2015 Q1 299,728 $3,968,000 -$501,243 $13.24 1
2014 Q4 337,590 $4,429,000 -$57,699 $13.12 1
2014 Q3 341,988 $4,408,000 +$90,986 $12.89 1
2014 Q2 334,929 $4,448,000 -$673,453 $13.28 1
2014 Q1 389,999 $4,964,000 +$1,597,698 $12.73 2