Q3 2021 13F Holders as of 30 Sep 2021
-
Type / Class
-
Equity / Equities
-
Number of holders
-
5
-
Total 13F shares, excl. options
-
169,054
-
Shares change
-
-105,889
-
Total reported value, excl. options
-
$5,780,780
-
Value change
-
-$3,665,128
-
Number of buys
-
3
-
Number of sells
-
-2
-
Price
-
$34.19
Significant Holders of DFA US Core Equity 1 I - Equities as of Q3 2021
6 filings reported holding 233203413 - DFA US Core Equity 1 I - Equities as of Q3 2021.
DFA US Core Equity 1 I - Equities has 5 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 169,054 shares
.
Largest 6 shareholders include Garde Capital, Inc. (80,847 shares), FERGUSON WELLMAN CAPITAL MANAGEMENT, INC (62,144 shares), Almanack Investment Partners, LLC. (13,921 shares), RNC CAPITAL MANAGEMENT LLC (6,242 shares), UNIVERSITY OF CHICAGO (5,900 shares), and Summit Global Investments (0 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.