Q3 2021 13F Holders as of 30 Sep 2021
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Type / Class
-
Equity / EQUITY FUNDS
-
Number of holders
-
5
-
Total 13F shares, excl. options
-
72,607
-
Shares change
-
+9,740
-
Total reported value, excl. options
-
$220,753,000
-
Value change
-
+$305,313
-
Number of buys
-
3
-
Price
-
$31.31
Significant Holders of DFA US CORE EQUITY 2 I - EQUITY FUNDS as of Q3 2021
5 filings reported holding 233203397 - DFA US CORE EQUITY 2 I - EQUITY FUNDS as of Q3 2021.
DFA US CORE EQUITY 2 I - EQUITY FUNDS has 5 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 72,607 shares
.
Largest 5 shareholders include JB Capital LLC (43,665 shares), FIRST AMERICAN BANK (10,938 shares), FERGUSON WELLMAN CAPITAL MANAGEMENT, INC (9,698 shares), Westside Investment Management, Inc. (6,894 shares), and DIVIDEND ASSETS CAPITAL, LLC (1,412 shares).
This table shows the top 5 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.