Q2 2016 13F Holders as of 30 Jun 2016
-
Type / Class
-
Equity / EQUITY FUNDS
-
Number of holders
-
4
-
Total 13F shares, excl. options
-
249,644
-
Shares change
-
+9,240
-
Total reported value, excl. options
-
$49,974,143
-
Value change
-
+$42,951,616
-
Number of buys
-
3
-
Number of sells
-
-1
-
Price
-
$29.24
Significant Holders of DFA US SMALL CAP I - EQUITY FUNDS as of Q2 2016
4 filings reported holding 233203843 - DFA US SMALL CAP I - EQUITY FUNDS as of Q2 2016.
DFA US SMALL CAP I - EQUITY FUNDS has 4 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 249,644 shares
.
Largest 4 shareholders include OAKWOOD CAPITAL MANAGEMENT LLC/CA (239,940 shares), ALBION FINANCIAL GROUP /UT (7,380 shares), Feltz Wealth PLAN Inc. (1,463 shares), and CT Financial Advisors LLC (861 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.