Q1 2024 13F Holders as of 3/31/2024
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Type / Class
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Equity / EQUITY FUNDS
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Number of holders
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4
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Total 13F shares, excl. options
-
91.6K
-
Shares change
-
-1.7K
-
Total reported value, excl. options
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$3.26M
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Value change
-
-$55.9K
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Number of sells
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-3
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Price
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$35.61
Significant Holders of DFA US CORE EQUITY 2 I - EQUITY FUNDS as of Q1 2024
5 filings reported holding 233203397 - DFA US CORE EQUITY 2 I - EQUITY FUNDS as of Q1 2024.
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 91.6K shares
.
Largest 5 shareholders include Coston, McIsaac & Partners (69.7K shares), FERGUSON WELLMAN CAPITAL MANAGEMENT, INC (9.98K shares), Westside Investment Management, Inc. (6.89K shares), TUCKER ASSET MANAGEMENT LLC (5.01K shares), and DIVIDEND ASSETS CAPITAL, LLC (0 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.