DFA US Core Equity 1 I - Equities

Q2 2022 13F Holders as of 30 Jun 2022

Type / Class
Equity / Equities
Number of holders
4
Total 13F shares, excl. options
386,056
Shares change
+227,565
Total reported value, excl. options
$11,359,000
Value change
+$6,660,794
Number of buys
3
Number of sells
-2
Price
$29.42

Significant Holders of DFA US Core Equity 1 I - Equities as of Q2 2022

5 filings reported holding 233203413 - DFA US Core Equity 1 I - Equities as of Q2 2022.
DFA US Core Equity 1 I - Equities has 4 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 386,056 shares .
Largest 5 shareholders include 55I, LLC (235,270 shares), Garde Capital, Inc. (76,096 shares), FERGUSON WELLMAN CAPITAL MANAGEMENT, INC (67,524 shares), Almanack Investment Partners, LLC. (7,166 shares), and RNC CAPITAL MANAGEMENT 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.