DFA US SUSTAINABILITY CORE 1 - EQUITY FUNDS

Historical Holders from Q1 2014 to Q3 2025

Type / Class
Equity / EQUITY FUNDS
Price per share
$51.02
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares as of 30 Sep 2025
6,340
Total reported value
$323,686
% of total 13F portfolios
0%
Share change
+3,847
Value change
+$196,940
Avg buy value change
+0%
Number of holders
2
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
As of 30 Sep 2025, DFA US SUSTAINABILITY CORE 1 - EQUITY FUNDS has 2 institutional shareholders filing 13F forms. They hold 6,340 shares. .

Institutional Holders of DFA US SUSTAINABILITY CORE 1 - EQUITY FUNDS across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (% of par) Investors
2025 Q3 6,340 $323,686 +$196,940 5,101.72% 2
2025 Q2 2,493 $118,000 -$243,162 4,733.25% 1
2025 Q1 7,971 $342,839 -$3,264,642 4,301.36% 2
2024 Q4 79,328 $3,618,000 -$925,403 4,554.59% 2
2024 Q3 100,006 $4,478,455 -$65,438 4,478.86% 4
2024 Q2 101,467 $4,251,328 -$1,117,866 4,189.86% 4
2024 Q1 131,597 $5,308,719 -$132,587 4,130.81% 5
2023 Q4 135,070 $5,044,896 +$1,090,822 3,741.7% 6
2023 Q3 102,873 $3,434,842 +$86,143 3,339.78% 4
2023 Q2 100,295 $3,453,242 -$546,401 3,443.83% 3
2023 Q1 116,161 $3,715,009 +$2,462 3,198.09% 3
2022 Q4 116,084 $3,501,954 -$298,825 3,016.9% 3
2022 Q3 125,989 $3,495,000 -$1,508,071 2,774.43% 3
2022 Q2 180,319 $5,250,000 +$20,936 2,909.52% 2
2022 Q1 179,600 $6,211,000 +$68,922 3,458.44% 2
2021 Q4 177,607 $6,609,000 +$735,207 3,720.28% 2
2021 Q3 157,850 $5,436,000 +$306,838 3,441.37% 2
2021 Q2 148,941 $5,149,000 +$1,706,711 3,453.15% 2
2021 Q1 99,581 $3,222,000 +$1,252,940 3,299.05% 2
2020 Q4 62,619 $1,870,000 +$555,982 2,986.11% 2
2020 Q3 44,001 $1,132,000 +$789,999 2,573.36% 2
2020 Q2 13,281 $315,000 $0 2,371.81% 1
2020 Q1 654,968 $16,298,000 +$256,001 2,213.77% 2
2019 Q4 641,687 $16,042,000 +$48,099 2,499.97% 1
2019 Q3 639,763 $14,746,000 +$358,069 2,304.92% 1
2019 Q2 624,228 $14,288,000 +$218,682 2,288.91% 1
2019 Q1 614,674 $13,479,000 -$1,030,474 2,192.87% 1
2018 Q4 667,118 $12,855,000 +$234,215 1,926.78% 2
2018 Q3 651,930 $15,177,000 +$1,774,604 2,328.82% 3
2018 Q2 575,698 $12,539,000 +$739,356 2,178.26% 3
2018 Q1 541,762 $11,436,000 -$5,380,992 2,110.89% 1
2017 Q4 796,679 $16,817,000 +$2,560,944 2,110.89% 3
2017 Q3 675,353 $13,527,000 +$591,526 2,002.98% 3
2017 Q2 404,419 $7,596,000 +$596,000 1,896.59% 2
2017 Q1 595,110 $11,158,000 +$7,282,162 1,874.96% 2
2016 Q4 206,712 $3,686,000 -$5,655,045 1,783.16% 1
2016 Q3 536,620 $9,197,000 -$1,175,341 1,713.88% 2
2016 Q2 605,198 $9,870,000 +$5,094,174 1,630.88% 2
2016 Q1 292,972 $4,754,000 -$1,100,291 1,624.42% 2
2015 Q4 362,848 $5,816,000 +$2,339,476 1,602.83% 2
2015 Q3 216,863 $3,364,000 +$33,118 1,551.21% 1
2015 Q2 214,728 $3,635,000 $0 1,692.84% 1
2015 Q1 196,995 $3,337 -$197,000 1.69% 1
2014 Q4 255,372 $4,252,000 +$77,608 1,664.53% 2
2014 Q3 7,175 $116,000 +$116,000 1,616.72% 1
2014 Q2 227,486 $3,744,000 $0 1,645.82% 1
2014 Q1 217,757 $3,432 $0 1.58% 1