Latest Period
Q1 2026
Security Snapshot
DFA US HI RELATV PROFITABILITY INSTL - EQUITY FUNDS Institutional Ownership
CUSIP: 23320G133
13F Institutional Holders and Ownership History from Q4 2017 to Q1 2026
Institutions Reporting
2
Shares (Excl. Options)
193,224
Price
$22.34
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- Security type / class
- Equity / EQUITY FUNDS
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 193,224
- Total 13F value
- $5,119,970
- Portfolio coverage rank
- 0%
- Share change
- +193,169
- Value change
- +$5,118,970
- Number of holders
- 2
- SEC-reported price per share
- $22.34
Latest holder snapshot
4 signals
Issuer context
Names, identifiers, and filing context for this profile.
1 identity field
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- 23320G133 - DFA US HI RELATV PROFITABILITY INSTL - EQUITY FUNDS is tracked under CUSIP 23320G133.
- 2 institutions reported positions in Q1 2026.
- Schedule 13D/13G significant owner rows are not currently available.
Change
- Holder count moved from 2 to 2 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $71,000 to $5,119,970.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 2 institutions filings for Q1 2026.
Security key
23320G133
Latest holder period
Q1 2026
13F holders
2
13D/G owners
0
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 23320G133:
As of 31 Mar 2026, 2 institutional investors reported holding 193,224 shares of DFA US HI RELATV PROFITABILITY INSTL - EQUITY FUNDS.
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
20
Latest
Q1 2026
Rows shown
1-20 of 20
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 193,224 | $5,119,970 | +$5,118,970 | $22.34 | 2 |
| 2025 Q4 | 2,603 | $71,000 | +$70,000 | $22.83 | 2 |
| 2025 Q3 | 55 | $1,000 | -$88,699 | $18.18 | 1 |
| 2025 Q2 | 3,526 | $89,699 | +$88,699 | $21.87 | 2 |
| 2025 Q1 | 55 | $1,000 | $18.18 | 1 | |
| 2024 Q4 | 55 | $1,000 | $18.18 | 1 | |
| 2024 Q3 | 55 | $1,000 | -$34,449 | $18.18 | 1 |
| 2024 Q2 | 1,549 | $35,467 | -$15,621,091 | $20.79 | 2 |
| 2024 Q1 | 27,077 | $553,905 | -$10,948 | $19.49 | 2 |
| 2023 Q4 | 761,817 | $15,667,506 | +$15,639,174 | $20.52 | 4 |
| 2023 Q3 | 1,535 | $28,332 | -$12,365,987 | $18.49 | 2 |
| 2023 Q2 | 668,084 | $12,394,319 | -$3,791,130 | $18.54 | 2 |
| 2023 Q1 | 872,435 | $15,703,836 | +$15,703,836 | $18.00 | 1 |
| 2021 Q1 | 0 | $0 | -$345,000 | $22.34 | 0 |
| 2020 Q4 | 20,538 | $345,000 | $16.80 | 1 | |
| 2020 Q3 | 20,538 | $314,000 | $15.29 | 1 | |
| 2020 Q2 | 20,538 | $289,000 | $14.07 | 1 | |
| 2020 Q1 | 20,538 | $242,000 | +$242,000 | $11.78 | 1 |
| 2018 Q1 | 0 | $0 | -$505,000 | $22.34 | 0 |
| 2017 Q4 | 43,267 | $505,000 | +$505,000 | $11.67 | 1 |