Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / Equities
-
Number of holders
-
8
-
Total 13F shares, excl. options
-
103,375
-
Shares change
-
+20,986
-
Total reported value, excl. options
-
$4,669,255
-
Value change
-
+$947,966
-
Number of buys
-
5
-
Price
-
$45.17
Significant Holders of DFA US Core Equity 1 I - Equities as of Q2 2025
8 filings reported holding 233203413 - DFA US Core Equity 1 I - Equities as of Q2 2025.
DFA US Core Equity 1 I - Equities has 8 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 103,375 shares
.
Largest 8 shareholders include FERGUSON WELLMAN CAPITAL MANAGEMENT, INC (62,848 shares), CONGRESS ASSET MANAGEMENT CO (8,266 shares), L & S Advisors Inc (6,999 shares), Jackson Wealth Management, LLC (6,639 shares), Coston, McIsaac & Partners (5,918 shares), GREAT LAKES ADVISORS, LLC (5,640 shares), CARDEROCK CAPITAL MANAGEMENT INC (4,781 shares), and Brooklyn Investment Group (2,284 shares).
This table shows the top 8 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.