Q3 2014 13F Holders as of 30 Sep 2014
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Type / Class
-
Equity / Mutual Funds
-
Number of holders
-
3
-
Total 13F shares, excl. options
-
579,384
-
Shares change
-
-44,500
-
Total reported value, excl. options
-
$19,838,000
-
Value change
-
-$1,523,788
-
Number of buys
-
1
-
Number of sells
-
-2
-
Price
-
$34.24
Significant Holders of DFA SMALL CAP VALUE - Mutual Funds as of Q3 2014
3 filings reported holding 233203819 - DFA SMALL CAP VALUE - Mutual Funds as of Q3 2014.
DFA SMALL CAP VALUE - Mutual Funds has 3 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 579,384 shares
.
Largest 3 shareholders include RNC CAPITAL MANAGEMENT LLC (383,167 shares), Sequent Asset Management, LLC (158,197 shares), and STEWARD CAPITAL MANAGEMENT/ (38,020 shares).
This table shows the top 3 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.