Q4 2023 13F Holders as of 31 Dec 2023
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Type / Class
-
Equity / EQUITY FUNDS
-
Number of holders
-
6
-
Total 13F shares, excl. options
-
503,638
-
Shares change
-
+415,403
-
Total reported value, excl. options
-
$16,353,158
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Value change
-
+$13,488,133
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Number of buys
-
5
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Price
-
$32.47
Institutional Holders of DFA US CORE EQUITY 2 I - EQUITY FUNDS as of Q4 2023
As of 31 Dec 2023 DFA US CORE EQUITY 2 I - EQUITY FUNDS had 6 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 503,638 shares of stock of the company.
Largest 6 holders included Strategic Investment Solutions, Inc. /IL, Coston, McIsaac & Partners, FERGUSON WELLMAN CAPITAL MANAGEMENT, INC, Westside Investment Management, Inc., TUCKER ASSET MANAGEMENT LLC, and DIVIDEND ASSETS CAPITAL, LLC.
This table shows 6 institutional shareholders of the security as of 31 Dec 2023.
| 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.