Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / Mutual Funds
-
Number of holders
-
4
-
Total 13F shares, excl. options
-
319,608
-
Shares change
-
+10,820
-
Total reported value, excl. options
-
$78,737,000
-
Value change
-
+$470,186
-
Number of buys
-
3
-
Price
-
$43.47
Significant Holders of DFA SMALL CAP VALUE - Mutual Funds as of Q1 2021
4 filings reported holding 233203819 - DFA SMALL CAP VALUE - Mutual Funds as of Q1 2021.
DFA SMALL CAP VALUE - Mutual Funds has 4 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 319,608 shares
.
Largest 4 shareholders include Sequent Asset Management, LLC (173,017 shares), RNC CAPITAL MANAGEMENT LLC (137,365 shares), Summit Global Investments (7,733 shares), and Westside Investment Management, Inc. (1,493 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.