Q2 2016 13F Holders as of 6/30/2016
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Type / Class
-
Equity / BOND
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Number of holders
-
3
-
Total 13F shares, excl. options
-
30.3K
-
Shares change
-
-84.6K
-
Total reported value, excl. options
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$25.5M
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Value change
-
+$24.2M
-
Number of buys
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3
-
Number of sells
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-1
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Price
-
$11.17
Significant Holders of DFA INVESTMENT GRADE I - BOND as of Q2 2016
4 filings reported holding 23320G448 - DFA INVESTMENT GRADE I - BOND as of Q2 2016.
DFA INVESTMENT GRADE I - BOND has 3 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 30.3K shares
.
Largest 4 shareholders include CT Financial Advisors LLC (17.1K shares), ALBION FINANCIAL GROUP /UT (10.9K shares), Feltz Wealth PLAN Inc. (2.26K shares), and Perigon Wealth Management, LLC (0 shares).
This table shows the top 3 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.