Q3 2021 13F Holders as of 30 Sep 2021
-
Type / Class
-
Equity / EQUITY FUNDS
-
Number of holders
-
5
-
Total 13F shares, excl. options
-
198,965
-
Shares change
-
-45,463
-
Total reported value, excl. options
-
$109,994,000
-
Value change
-
-$2,051,139
-
Number of buys
-
3
-
Number of sells
-
-2
-
Price
-
$44.1
Significant Holders of DFA US LARGE CAP VALUE I - EQUITY FUNDS as of Q3 2021
7 filings reported holding 233203827 - DFA US LARGE CAP VALUE I - EQUITY FUNDS as of Q3 2021.
DFA US LARGE CAP VALUE I - EQUITY FUNDS has 5 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 198,965 shares
.
Largest 7 shareholders include RNC CAPITAL MANAGEMENT LLC (163,703 shares), Garde Capital, Inc. (17,825 shares), FERGUSON WELLMAN CAPITAL MANAGEMENT, INC (9,095 shares), GOFEN & GLOSSBERG LLC /IL/ (6,074 shares), Westside Investment Management, Inc. (2,268 shares), Summit Global Investments (0 shares), and Hemenway Trust Co LLC (0 shares).
This table shows the top 5 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.