Q4 2022 13F Holders as of 31 Dec 2022
-
Type / Class
-
Equity / EQUITY FUNDS
-
Number of holders
-
4
-
Total 13F shares, excl. options
-
91,672
-
Shares change
-
-5,828
-
Total reported value, excl. options
-
$188,732,000
-
Value change
-
-$158,216
-
Number of buys
-
2
-
Number of sells
-
-1
-
Price
-
$27.28
Significant Holders of DFA US CORE EQUITY 2 I - EQUITY FUNDS as of Q4 2022
4 filings reported holding 233203397 - DFA US CORE EQUITY 2 I - EQUITY FUNDS as of Q4 2022.
DFA US CORE EQUITY 2 I - EQUITY FUNDS has 4 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 91,672 shares
.
Largest 4 shareholders include Coston, McIsaac & Partners (73,298 shares), FERGUSON WELLMAN CAPITAL MANAGEMENT, INC (9,948 shares), Westside Investment Management, Inc. (6,894 shares), and DIVIDEND ASSETS CAPITAL, LLC (1,532 shares).
This table shows the top 4 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.