Q2 2023 13F Holders as of 30 Jun 2023
-
Type / Class
-
Equity / COM
-
Total 13F shares
-
297,255
-
Share change
-
-188,309
-
Total reported value
-
$9,816,630
-
Price per share
-
$33.53
-
Number of holders
-
6
-
Value change
-
-$6,092,704
-
Number of buys
-
3
-
Number of sells
-
2
Institutional Holders of Dfa Invt Dimensions Group Inc US CORE EQ 1PT - COM as of Q2 2023
As of 30 Jun 2023 Dfa Invt Dimensions Group Inc US CORE EQ 1PT - COM had 6 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 297,255 shares of stock of the company.
Largest 6 holders included Strategic Investment Solutions, Inc. /IL, Garde Capital, Inc., FERGUSON WELLMAN CAPITAL MANAGEMENT, INC, GREENUP STREET WEALTH MANAGEMENT LLC, RNC CAPITAL MANAGEMENT LLC, and Coston, McIsaac & Partners.
This table shows 6 institutional shareholders of the security as of 30 Jun 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.