Q1 2017 13F Holders as of 31 Mar 2017
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Type / Class
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Equity / EQUITY FUNDS
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Number of holders
-
1
-
Total 13F shares, excl. options
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35,897
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Shares change
-
+7,679
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Total reported value, excl. options
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$602,705
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Value change
-
+$128,929
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Number of buys
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1
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Price
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$16.79
Institutional Holders of DFA GLOBAL ALLOCATION 60/40 I - EQUITY FUNDS as of Q1 2017
As of 31 Mar 2017 DFA GLOBAL ALLOCATION 60/40 I - EQUITY FUNDS had 1 institutional shareholder that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 35,897 shares of stock of the company.
Largest 1 holders included CT Financial Advisors LLC.
This table shows 1 institutional shareholders of the security as of 31 Mar 2017.
| 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.