DFA US LARGE CAP VALUE I - EQUITY FUNDS Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / EQUITY FUNDS
Price per share
$56.31
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
64,329
Total reported value
$3,475,030
% of total 13F portfolios
0%
Share change
+47,352
Value change
+$2,560,476
Number of holders
5
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

As of 30 Sep 2025, 5 institutional investors reported holding 64,329 shares of DFA US LARGE CAP VALUE I - EQUITY FUNDS.

Institutional Holders of DFA US LARGE CAP VALUE I - EQUITY FUNDS across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 11,396 $641,729 $56.31 1
2025 Q3 64,329 $3,475,030 +$2,560,476 $54.04 5
2025 Q2 16,977 $866,411 +$18,471 $51.02 4
2025 Q1 16,617 $832,223 +$8,749 $50.12 4
2024 Q4 16,443 $809,811 +$491 $49.29 3
2024 Q3 16,433 $827,900 -$226,201 $50.39 3
2024 Q2 21,203 $1,007,117 -$13,827,087 $47.51 4
2024 Q1 279,318 $12,491,875 -$52,597 $49.16 5
2023 Q4 333,724 $14,837,151 +$13,851,015 $44.54 7
2023 Q3 20,936 $873,416 -$5,521,131 $41.73 4
2023 Q2 171,366 $7,247,459 -$3,204,359 $42.54 5
2023 Q1 250,032 $10,365,300 +$65,822 $41.46 5
2022 Q4 158,243 $6,566,723 -$1,081,550 $41.48 5
2022 Q3 179,143 $6,705,943 -$424,190 $37.42 5
2022 Q2 189,760 $7,588,819 +$60,354 $39.92 5
2022 Q1 188,238 $8,601,819 -$3,287,063 $45.69 4
2021 Q4 259,732 $11,959,323 +$2,798,556 $46.05 7
2021 Q3 198,965 $109,994,000 -$2,051,140 $44.10 5
2021 Q2 244,428 $112,842,000 +$119,608 $44.95 6
2021 Q1 241,773 $107,581,000 +$2,568,458 $42.89 5
2020 Q4 182,661 $6,854,147 +$341,133 $37.53 5
2020 Q3 173,566 $5,519,147 +$187,916 $31.81 3
2020 Q2 167,663 $5,098,993 -$347,277 $30.42 2
2020 Q1 180,295 $4,739,646 +$216,807 $26.30 3
2019 Q4 169,779 $6,567,000 +$266,422 $38.69 2
2019 Q3 162,894 $5,923,000 -$173,224 $36.37 2
2019 Q2 169,715 $6,090,075 +$39,046 $36.32 3
2019 Q1 166,594 $5,902,000 -$837,681 $35.43 1
2018 Q4 190,239 $6,114,000 -$847,557 $32.14 1
2018 Q3 216,611 $8,654,000 -$677,390 $39.95 1
2018 Q2 233,625 $8,875,301 +$503,503 $38.45 2
2018 Q1 220,424 $8,383,000 -$7,382,930 $38.03 1
2017 Q4 409,278 $16,011,000 -$833,518 $39.12 2
2017 Q3 432,492 $16,560,000 -$2,654,923 $38.29 3
2017 Q2 843,714 $31,040,220 +$9,263,182 $36.80 4
2017 Q1 595,522 $21,539,767 +$15,020,745 $36.17 3
2016 Q4 180,238 $6,324,235 -$395,158 $35.09 2
2016 Q3 192,148 $6,379,113 -$1,317,899 $33.20 3
2016 Q2 235,096 $7,459,541 +$1,590,789 $31.73 5
2016 Q1 185,186 $5,682,000 -$273,389 $30.69 4
2015 Q4 194,036 $5,980,000 +$198,178 $30.81 4
2015 Q3 187,609 $5,772,000 -$148,447 $30.78 4
2015 Q2 192,436 $6,567,000 -$459,960 $34.16 4
2015 Q1 195,330 $6,598,000 +$324,479 $33.79 4
2014 Q4 199,727 $6,789,000 -$79,195 $33.99 3
2014 Q3 239,508 $8,022,000 -$1,881,211 $33.49 3
2014 Q2 309,687 $10,434,000 -$1,617,717 $33.70 3
2014 Q1 344,631 $11,036,000 +$969,031 $32.02 4