Q1 2016 13F Holders as of 3/31/2016
-
Type / Class
-
Equity / BOND FUNDS
-
Number of holders
-
5
-
Total 13F shares, excl. options
-
277K
-
Shares change
-
+160K
-
Total reported value, excl. options
-
$3.05M
-
Value change
-
+$1.75M
-
Number of buys
-
3
-
Price
-
$11.09
Significant Holders of DFA FIVE-YEAR GLOBAL FIX - BOND FUNDS as of Q1 2016
5 filings reported holding 233203884 - DFA FIVE-YEAR GLOBAL FIX - BOND FUNDS as of Q1 2016.
DFA FIVE-YEAR GLOBAL FIX - BOND FUNDS has 5 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 277K shares
.
Largest 5 shareholders include Perigon Wealth Management, LLC (142K shares), CT Financial Advisors LLC (96.4K shares), BANK OF THE OZARKS (20.6K shares), Eqis Capital Management, Inc. (18K shares), and Advocacy Wealth Management Services, LLC (258 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.