As of 31 Dec 2025, 2 institutional investors reported holding 1,548 shares of DFA US TARGETED VALUE I - EQUITY FUNDS.
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 1,548 | $57,000 | -$23,534 | $36.72 | 2 |
| 2025 Q3 | 2,205 | $78,682 | +$38,894 | $35.69 | 2 |
| 2025 Q2 | 1,127 | $37,000 | -$44,740 | $32.83 | 1 |
| 2025 Q1 | 2,535 | $79,904 | +$45,060 | $31.76 | 3 |
| 2024 Q4 | 1,117 | $38,000 | +$136 | $34.02 | 1 |
| 2024 Q3 | 1,113 | $38,000 | +$137 | $34.14 | 1 |
| 2024 Q2 | 1,109 | $35,000 | -$646,471 | $31.56 | 1 |
| 2024 Q1 | 1,104 | $36,000 | -$2,977 | $32.61 | 1 |
| 2023 Q4 | 21,474 | $684,704 | +$647,106 | $31.89 | 3 |
| 2023 Q3 | 1,182 | $32,688 | -$4,464,305 | $27.95 | 2 |
| 2023 Q2 | 157,626 | $4,498,103 | -$927,599 | $28.62 | 3 |
| 2023 Q1 | 192,452 | $5,301,717 | +$1,066,469 | $27.55 | 3 |
| 2022 Q4 | 153,741 | $4,211,000 | +$25,596 | $27.20 | 2 |
| 2022 Q3 | 152,806 | $3,869,000 | -$307,244 | $25.26 | 2 |
| 2022 Q2 | 164,935 | $4,310,000 | -$32,325 | $26.13 | 1 |
| 2022 Q1 | 166,172 | $5,003,000 | -$1,226,041 | $30.11 | 1 |
| 2021 Q4 | 206,843 | $6,247,000 | +$671,732 | $30.20 | 2 |
| 2021 Q3 | 184,599 | $5,592,000 | -$510,478 | $30.29 | 1 |
| 2021 Q2 | 201,295 | $6,152,000 | +$4,616 | $30.57 | 2 |
| 2021 Q1 | 201,144 | $5,916,000 | +$202,444 | $29.41 | 2 |
| 2020 Q4 | 194,263 | $4,583,000 | -$18,061,122 | $23.59 | 1 |
| 2020 Q3 | 223,673 | $21,440,000 | -$331,964 | $17.88 | 3 |
| 2020 Q2 | 242,245 | $21,019,000 | +$17,059,765 | $17.28 | 3 |
| 2020 Q1 | 228,326 | $3,357,000 | +$177,193 | $14.02 | 3 |
| 2019 Q4 | 215,687 | $4,999,000 | -$235,713 | $23.17 | 2 |
| 2019 Q3 | 226,236 | $4,966,000 | -$3,150,663 | $21.95 | 3 |
| 2019 Q2 | 360,410 | $8,037,000 | +$3,110,437 | $22.30 | 3 |
| 2019 Q1 | 220,920 | $4,898,000 | +$20,399 | $22.17 | 2 |
| 2018 Q4 | 227,067 | $4,502,000 | +$123,622 | $19.80 | 4 |
| 2018 Q3 | 220,185 | $5,730,000 | -$276,007 | $26.03 | 2 |
| 2018 Q2 | 230,888 | $5,936,000 | +$93,421 | $25.71 | 3 |
| 2018 Q1 | 227,254 | $5,524,000 | -$11,030,988 | $24.31 | 3 |
| 2017 Q4 | 670,270 | $16,683,000 | +$202,170 | $24.89 | 3 |
| 2017 Q3 | 662,147 | $16,540,000 | -$2,459,285 | $24.98 | 3 |
| 2017 Q2 | 760,597 | $18,103,000 | -$151,530 | $23.80 | 3 |
| 2017 Q1 | 766,964 | $18,416,000 | -$1,094,083 | $24.01 | 3 |
| 2016 Q4 | 812,528 | $19,509,000 | -$419,100 | $24.01 | 3 |
| 2016 Q3 | 829,983 | $18,176,000 | -$236,916 | $21.90 | 3 |
| 2016 Q2 | 840,801 | $17,170,000 | -$403,020 | $20.42 | 3 |
| 2016 Q1 | 860,537 | $17,383,000 | +$372,039 | $20.20 | 3 |
| 2015 Q4 | 842,120 | $16,632,000 | -$192,900 | $19.75 | 3 |
| 2015 Q3 | 851,887 | $17,302,000 | +$320,870 | $20.31 | 3 |
| 2015 Q2 | 836,089 | $19,164,000 | -$396,489 | $22.92 | 3 |
| 2015 Q1 | 853,392 | $19,611,000 | -$191,279 | $22.98 | 3 |
| 2014 Q4 | 861,716 | $19,088,000 | +$26,713 | $22.15 | 3 |
| 2014 Q3 | 860,510 | $19,327,000 | +$118,172 | $22.46 | 3 |
| 2014 Q2 | 855,250 | $20,500,000 | -$179,522 | $23.97 | 3 |
| 2014 Q1 | 862,737 | $20,058,000 | +$277,385 | $23.25 | 3 |