DFA US LARGE CAP VALUE I - EQUITY FUNDS

Historical Holders from Q1 2014 to Q3 2025

Type / Class
Equity / EQUITY FUNDS
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares, excl. options
64,329
Holdings value
$3,475,030
% of all portfolios
0%
Number of holders
5
Number of buys
3
Number of sells
-2
Average buys %
+0%
Average sells %
-0%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Institutional Holders of DFA US LARGE CAP VALUE I - EQUITY FUNDS

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price Investors
2025 Q3 64,329 $3,475,030 +$2,560,474 $54.04 5
2025 Q2 16,977 $866,411 +$18,471 $51.02 4
2025 Q1 16,617 $832,223 +$8,749 $50.12 4
2024 Q4 16,443 $809,811 +$491 $49.29 3
2024 Q3 16,433 $827,900 -$226,201 $50.39 3
2024 Q2 21,203 $1,007,117 -$13,827,101 $47.51 4
2024 Q1 279,318 $12,491,875 -$52,597 $49.16 5
2023 Q4 333,724 $14,837,151 +$13,851,031 $44.54 7
2023 Q3 20,936 $873,416 -$6,362,255 $41.73 4
2023 Q2 171,366 $7,247,459 -$3,204,356 $42.54 5
2023 Q1 250,032 $10,365,300 +$3,805,294 $41.46 5
2022 Q4 158,243 $100,286,909 -$1,081,549 $41.5 5
2022 Q3 179,143 $91,564,000 -$424,190 $37.42 5
2022 Q2 189,760 $111,304,000 +$60,355 $39.92 5
2022 Q1 188,238 $112,317,000 -$3,287,065 $45.69 4
2021 Q4 259,732 $11,959,323 +$2,798,557 $46.05 7
2021 Q3 198,965 $109,994,000 -$2,051,139 $44.1 5
2021 Q2 244,428 $112,842,000 +$119,608 $44.95 6
2021 Q1 241,773 $107,581,000 +$2,568,457 $42.89 5
2020 Q4 182,661 $91,916,000 +$341,133 $37.53 5
2020 Q3 173,566 $77,594,000 +$187,915 $31.81 3
2020 Q2 167,663 $74,023,000 -$347,278 $15,225.3 2
2020 Q1 180,295 $64,326,000 +$216,807 $26.3 3
2019 Q4 169,779 $6,567,000 +$266,422 $38.69 2
2019 Q3 162,894 $5,923,000 -$173,223 $36.37 2
2019 Q2 169,715 $6,165,000 +$113,971 $36.39 3
2019 Q1 166,594 $5,902,000 -$837,682 $35.43 1
2018 Q4 190,239 $6,114,000 -$847,557 $32.14 1
2018 Q3 216,611 $8,654,000 -$677,390 $39.95 1
2018 Q2 233,625 $8,875,301 +$503,503 $38.45 2
2018 Q1 220,424 $8,383,000 -$7,382,924 $38.03 1
2017 Q4 409,278 $16,011,000 -$13,588,168 $39.12 2
2017 Q3 333,538,950 $29,314,646 +$10,086,634 $38.29 4
2017 Q2 843,714 $31,040,220 +$9,263,174 $36.8 4
2017 Q1 595,522 $21,539,767 +$15,020,754 $36.17 3
2016 Q4 180,238 $6,324,235 -$395,158 $35.09 2
2016 Q3 192,148 $6,379,113 -$5,281,930 $33.2 3
2016 Q2 235,096 $11,423,573 +$5,557,789 $31.73 5
2016 Q1 185,213 $5,683,000 -$273,390 $30.71 5
2015 Q4 194,063 $5,981,000 +$198,178 $30.82 5
2015 Q3 187,609 $5,772,000 -$148,447 $30.78 4
2015 Q2 192,436 $6,567,000 -$503,482 $34.16 4
2015 Q1 207,318 $7,003,000 +$255,356 $33.78 5
2014 Q4 199,727 $6,789,000 -$79,195 $33.99 3
2014 Q3 253,542 $8,492,000 -$1,881,211 $33.49 4
2014 Q2 309,687 $10,434,000 -$1,617,717 $33.7 3
2014 Q1 358,665 $11,485,000 +$969,031 $32.02 5