Q2 2023 13F Holders as of 6/30/2023
-
Type / Class
-
Equity / EQUITY FUNDS
-
Number of holders
-
5
-
Total 13F shares, excl. options
-
70K
-
Shares change
-
-656
-
Total reported value, excl. options
-
$2.11M
-
Value change
-
-$19.9K
-
Number of buys
-
1
-
Number of sells
-
-1
-
Price
-
$30.05
Significant Holders of DFA US LARGE COMPANY I - EQUITY FUNDS as of Q2 2023
5 filings reported holding 25434D823 - DFA US LARGE COMPANY I - EQUITY FUNDS as of Q2 2023.
DFA US LARGE COMPANY I - EQUITY FUNDS has 5 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 70K shares
.
Largest 5 shareholders include Diversified Trust Co (56.6K shares), KELLY LAWRENCE W & ASSOCIATES INC/CA (4.43K shares), Westside Investment Management, Inc. (4.12K shares), Coston, McIsaac & Partners (2.63K shares), and Strategic Investment Solutions, Inc. /IL (2.15K 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.