DFA US Large Cap Equity Institutional - Equities Institutional Ownership

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

Type / Class
Equity / Equities
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Institutional Holders of DFA US Large Cap Equity Institutional - Equities across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q1 0 $0 -$2,008,000 0
2024 Q4 62,088 $2,008,000 -$1,109,669 $32.34 1
2024 Q3 96,994 $3,083,670 +$3,211 $31.79 2
2024 Q2 96,893 $2,916,627 -$5,396,264 $30.10 2
2024 Q1 96,686 $2,829,727 -$47,315,159 $29.27 2
2023 Q4 2,098,900 $55,264,245 +$52,762,134 $26.33 4
2023 Q3 95,021 $2,341,464 +$811,463 $24.64 2
2023 Q2 170,172 $4,198,275 -$3,132,269 $24.83 2
2023 Q1 299,326 $7,072,948 $0 $23.63 2
2022 Q4 62,088 $1,385,000 $0 $22.31 1
2022 Q3 62,088 $1,321,000 -$276,000 $21.28 1
2022 Q2 74,432 $1,666,000 +$276,000 $22.37 2
2022 Q1 88,025 $2,349,000 $0 $26.68 2
2021 Q4 88,025 $2,471,000 +$728,000 $28.07 2
2021 Q3 62,088 $1,639,000 $0 $26.40 1
2021 Q2 62,088 $1,645,000 $0 $26.49 1
2021 Q1 62,088 $1,532,000 +$25 $24.67 1
2020 Q4 62,087 $1,437,000 -$23 $23.14 1
2020 Q3 62,088 $1,269,000 +$1,268,998 $20.44 1
2020 Q1 1,059,694 $21,002,000 $0 $19.82 1
2019 Q4 1,059,694 $21,002,000 -$20,028,188 $19.82 1
2019 Q3 2,070,254 $37,740,000 -$67,298,415 $18.23 1
2019 Q2 5,761,965 $104,233,000 -$14,229,093 $18.09 1
2019 Q1 6,548,546 $114,075,000 -$10,238,250 $17.42 1
2018 Q4 7,136,279 $109,469,000 +$7,707,298 $15.34 1
2018 Q3 6,633,841 $119,872,000 -$3,144,651 $18.07 1
2018 Q2 6,807,869 $115,122,000 -$9,027,744 $16.91 1
2018 Q1 7,341,736 $122,092,000 $0 $16.63 1
2017 Q4 7,341,736 $122,092,000 -$2,560,921 $16.63 1
2017 Q3 7,495,731 $116,783,000 -$1,535,010 $15.58 1
2017 Q2 7,594,256 $111,027,000 $0 $14.62 1
2017 Q1 7,594,256 $111,027,000 +$111,027,263 $14.62 1
2016 Q4 0 $0 -$65,742,880 0
2016 Q3 4,932,097 $65,743,000 +$1,296,330 $13.33 1
2016 Q2 4,834,845 $61,885,000 +$61,885,049 $12.80 1
2016 Q1 0 $0 -$51,125,035 0
2015 Q4 4,080,308 $51,125,000 +$51,125,035 $12.53 1
2015 Q1 0 $0 -$44,097,844 0
2014 Q4 3,434,572 $44,098,000 +$44,097,844 $12.84 1