Q4 2015 13F Holders as of 31 Dec 2015
-
Type / Class
-
Equity / Equities
-
Number of holders
-
2
-
Total 13F shares, excl. options
-
180,717
-
Shares change
-
+62,807
-
Total reported value, excl. options
-
$3,103,000
-
Value change
-
+$1,080,573
-
Number of buys
-
2
-
Number of sells
-
-1
-
Price
-
$17.17
Significant Holders of DFA US Core Equity 1 I - Equities as of Q4 2015
3 filings reported holding 233203413 - DFA US Core Equity 1 I - Equities as of Q4 2015.
DFA US Core Equity 1 I - Equities has 2 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 180,717 shares
.
Largest 3 shareholders include ALBION FINANCIAL GROUP /UT (114,313 shares), OAKWOOD CAPITAL MANAGEMENT LLC/CA (66,404 shares), and REILLY FINANCIAL ADVISORS, LLC (0 shares).
This table shows the top 2 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.