Q2 2017 13F Holders as of 30 Jun 2017
-
Type / Class
-
Equity / EQUITY FUNDS
-
Total 13F shares
-
366,808
-
Share change
-
+44,535
-
Total reported value
-
$5,369,000
-
Price per share
-
$14.63
-
Number of holders
-
2
-
Value change
-
+$651,036
-
Number of buys
-
2
Institutional Holders of DFA US SOCIAL CORE EQUITY 2 PORTFOLIO - EQUITY FUNDS as of Q2 2017
As of 30 Jun 2017,
DFA US SOCIAL CORE EQUITY 2 PORTFOLIO - EQUITY FUNDS was held by
2 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
366,808 shares.
The largest 2 holders included
OAKWOOD CAPITAL MANAGEMENT LLC/CA and Community Bank, N.A..
This page lists
2
institutional shareholders reporting positions in this security
for the Q2 2017 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.