Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / EQUITY FUNDS
-
Total 13F shares
-
16,617
-
Share change
-
+174
-
Total reported value
-
$832,223
-
Price per share
-
$50.12
-
Number of holders
-
4
-
Value change
-
+$8,749
-
Number of buys
-
2
Institutional Holders of DFA US LARGE CAP VALUE I - EQUITY FUNDS as of Q1 2025
As of 31 Mar 2025,
DFA US LARGE CAP VALUE I - EQUITY FUNDS was held by
4 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
16,617 shares.
The largest 4 holders included
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC, Coston, McIsaac & Partners, Westside Investment Management, Inc., and ORG Wealth Partners, LLC.
This page lists
4
institutional shareholders reporting positions in this security
for the Q1 2025 filing period.
| 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.