Q1 2016 13F Holders as of 31 Mar 2016
-
Type / Class
-
Equity / EQUITY FUNDS
-
Number of holders
-
2
-
Total 13F shares, excl. options
-
77,620
-
Shares change
-
+61,798
-
Total reported value, excl. options
-
$1,417,884
-
Value change
-
+$1,137,189
-
Number of buys
-
2
-
Number of sells
-
-1
-
Price
-
$18.07
Significant Holders of DFA GLOBAL EQUITY I - EQUITY FUNDS as of Q1 2016
3 filings reported holding 25434D674 - DFA GLOBAL EQUITY I - EQUITY FUNDS as of Q1 2016.
DFA GLOBAL EQUITY I - EQUITY FUNDS has 2 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 77,620 shares
.
Largest 3 shareholders include Perigon Wealth Management, LLC (62,415 shares), CT Financial Advisors LLC (15,205 shares), and REILLY FINANCIAL ADVISORS, LLC (0 shares).
This table shows the top 2 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.