DFA US Core Equity 2's ticker is and the CUSIP is 233203397. A total of 4 filers reported holding DFA US Core Equity 2 in Q4 2020. The put-call ratio across all filers is - and the average weighting 2.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $2,034,000 | +17.4% | 75,405 | +0.0% | 0.25% | -28.7% |
| Q3 2020 | $1,733,000 | +7.4% | 75,403 | +0.0% | 0.35% | +1.2% |
| Q2 2020 | $1,613,000 | +21.9% | 75,402 | +0.0% | 0.34% | +0.3% |
| Q1 2020 | $1,323,000 | -25.9% | 75,401 | +0.0% | 0.34% | -5.0% |
| Q4 2019 | $1,786,000 | +6.7% | 75,400 | +0.0% | 0.36% | +7.7% |
| Q3 2019 | $1,674,000 | 0.0% | 75,392 | -0.2% | 0.34% | +5.0% |
| Q2 2019 | $1,674,000 | – | 75,562 | – | 0.32% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hayden Royal, LLC | 531,133 | $14,325,000 | 7.79% |
| Westside Investment Management, Inc. | 6,894 | $185,947,000 | 0.51% |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 75,405 | $2,034,000 | 0.25% |
| DIVIDEND ASSETS CAPITAL, LLC | 1,399 | $38,000 | 0.01% |