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
-
Holdings value
-
$323,686
-
% of all portfolios
-
0%
-
Share change
-
+3,847
-
Value change
-
+$196,940
-
Average buys %
-
+0%
-
Number of holders
-
2
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
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 |
Puts Notional Value |
Calls Notional Value |
Price |
Investors |
|
2025 Q3
|
6,340 |
$323,686 |
+$196,940 |
|
|
$51.02 |
2 |
|
2025 Q2
|
2,493 |
$118,000 |
-$243,162 |
|
|
$47.33 |
1 |
|
2025 Q1
|
7,971 |
$342,839 |
-$3,264,642 |
|
|
$43.01 |
2 |
|
2024 Q4
|
79,328 |
$3,618,000 |
-$925,403 |
|
|
$45.55 |
2 |
|
2024 Q3
|
100,006 |
$4,478,455 |
-$65,438 |
|
|
$44.79 |
4 |
|
2024 Q2
|
101,467 |
$4,251,328 |
-$1,117,866 |
|
|
$41.90 |
4 |
|
2024 Q1
|
131,597 |
$5,308,719 |
-$132,587 |
|
|
$41.31 |
5 |
|
2023 Q4
|
135,070 |
$5,044,896 |
+$1,090,822 |
|
|
$37.42 |
6 |
|
2023 Q3
|
102,873 |
$3,434,842 |
+$86,143 |
|
|
$33.40 |
4 |
|
2023 Q2
|
100,295 |
$3,453,242 |
-$546,401 |
|
|
$34.44 |
3 |
|
2023 Q1
|
116,161 |
$3,715,009 |
+$2,462 |
|
|
$31.98 |
3 |
|
2022 Q4
|
116,084 |
$3,501,954 |
-$298,825 |
|
|
$30.17 |
3 |
|
2022 Q3
|
125,989 |
$3,495,000 |
-$1,508,071 |
|
|
$27.74 |
3 |
|
2022 Q2
|
180,319 |
$5,250,000 |
+$20,936 |
|
|
$29.10 |
2 |
|
2022 Q1
|
179,600 |
$6,211,000 |
+$68,922 |
|
|
$34.58 |
2 |
|
2021 Q4
|
177,607 |
$6,609,000 |
+$735,207 |
|
|
$37.20 |
2 |
|
2021 Q3
|
157,850 |
$5,436,000 |
+$306,838 |
|
|
$34.41 |
2 |
|
2021 Q2
|
148,941 |
$5,149,000 |
+$1,706,711 |
|
|
$34.53 |
2 |
|
2021 Q1
|
99,581 |
$3,222,000 |
+$1,252,940 |
|
|
$32.99 |
2 |
|
2020 Q4
|
62,619 |
$1,870,000 |
+$555,982 |
|
|
$29.86 |
2 |
|
2020 Q3
|
44,001 |
$1,132,000 |
+$789,999 |
|
|
$25.73 |
2 |
|
2020 Q2
|
13,281 |
$315,000 |
$0 |
|
|
$23.72 |
1 |
|
2020 Q1
|
654,968 |
$16,298,000 |
+$256,001 |
|
|
$22.14 |
2 |
|
2019 Q4
|
641,687 |
$16,042,000 |
+$48,099 |
|
|
$25.00 |
1 |
|
2019 Q3
|
639,763 |
$14,746,000 |
+$358,069 |
|
|
$23.05 |
1 |
|
2019 Q2
|
624,228 |
$14,288,000 |
+$218,682 |
|
|
$22.89 |
1 |
|
2019 Q1
|
614,674 |
$13,479,000 |
-$1,030,474 |
|
|
$21.93 |
1 |
|
2018 Q4
|
667,118 |
$12,855,000 |
+$234,215 |
|
|
$19.27 |
2 |
|
2018 Q3
|
651,930 |
$15,177,000 |
+$1,774,604 |
|
|
$23.29 |
3 |
|
2018 Q2
|
575,698 |
$12,539,000 |
+$739,356 |
|
|
$21.78 |
3 |
|
2018 Q1
|
541,762 |
$11,436,000 |
-$5,380,992 |
|
|
$21.11 |
1 |
|
2017 Q4
|
796,679 |
$16,817,000 |
+$2,560,944 |
|
|
$21.11 |
3 |
|
2017 Q3
|
675,353 |
$13,527,000 |
+$591,526 |
|
|
$20.03 |
3 |
|
2017 Q2
|
404,419 |
$7,596,000 |
+$596,000 |
|
|
$18.97 |
2 |
|
2017 Q1
|
595,110 |
$11,158,000 |
+$7,282,162 |
|
|
$18.75 |
2 |
|
2016 Q4
|
206,712 |
$3,686,000 |
-$5,655,045 |
|
|
$17.83 |
1 |
|
2016 Q3
|
536,620 |
$9,197,000 |
-$1,175,341 |
|
|
$17.14 |
2 |
|
2016 Q2
|
605,198 |
$9,870,000 |
+$5,094,174 |
|
|
$16.31 |
2 |
|
2016 Q1
|
292,972 |
$4,754,000 |
-$1,100,291 |
|
|
$16.24 |
2 |
|
2015 Q4
|
362,848 |
$5,816,000 |
+$2,339,476 |
|
|
$16.03 |
2 |
|
2015 Q3
|
216,863 |
$3,364,000 |
+$33,118 |
|
|
$15.51 |
1 |
|
2015 Q2
|
214,728 |
$3,635,000 |
$0 |
|
|
$16.93 |
1 |
|
2015 Q1
|
196,995 |
$3,337 |
-$197,000 |
|
|
$0.0169 |
1 |
|
2014 Q4
|
255,372 |
$4,252,000 |
+$77,608 |
|
|
$16.65 |
2 |
|
2014 Q3
|
7,175 |
$116,000 |
+$116,000 |
|
|
$16.17 |
1 |
|
2014 Q2
|
227,486 |
$3,744,000 |
$0 |
|
|
$16.46 |
1 |
|
2014 Q1
|
217,757 |
$3,432 |
$0 |
|
|
$0.0158 |
1 |