DFA US L/C GROWTH PORT's ticker is and the CUSIP is 23320G281.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2016 | $214,000 | +0.9% | 13,774 | -0.5% | 0.04% | -2.8% |
Q3 2016 | $212,000 | -57.8% | 13,839 | -59.1% | 0.04% | -60.0% |
Q2 2016 | $502,000 | +27.7% | 33,810 | +27.5% | 0.09% | +34.3% |
Q1 2016 | $393,000 | +99.5% | 26,528 | +94.1% | 0.07% | +97.1% |
Q4 2015 | $197,000 | +3.7% | 13,664 | -1.5% | 0.03% | 0.0% |
Q3 2015 | $190,000 | -5.9% | 13,866 | +0.4% | 0.03% | 0.0% |
Q2 2015 | $202,000 | -1.0% | 13,804 | +0.4% | 0.03% | -2.9% |
Q1 2015 | $204,000 | – | 13,748 | – | 0.04% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
RNC CAPITAL MANAGEMENT LLC | 133,554 | $1,983,000 | 0.18% |
ALBION FINANCIAL GROUP /UT | 33,810 | $502,000 | 0.09% |