DFA US SUSTAINABILITY CORE 1's ticker is and the CUSIP is 233203215. A total of 2 filers reported holding DFA US SUSTAINABILITY CORE 1 in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $4,883,000 | +1.0% | 231,314 | -4.2% | 1.08% | -4.3% |
| Q3 2017 | $4,836,000 | +8.2% | 241,430 | +3.7% | 1.13% | +2.5% |
| Q2 2017 | $4,469,000 | +7.5% | 232,775 | +5.0% | 1.10% | +6.4% |
| Q1 2017 | $4,158,000 | +12.8% | 221,761 | +7.3% | 1.04% | +9.9% |
| Q4 2016 | $3,686,000 | +3.5% | 206,712 | -0.6% | 0.94% | +3.1% |
| Q3 2016 | $3,563,000 | -9.6% | 207,892 | -14.0% | 0.92% | -11.2% |
| Q2 2016 | $3,943,000 | +11.7% | 241,772 | +11.0% | 1.03% | +10.3% |
| Q1 2016 | $3,531,000 | +2.1% | 217,848 | +1.0% | 0.93% | +0.3% |
| Q4 2015 | $3,457,000 | +2.8% | 215,645 | -0.6% | 0.93% | -0.9% |
| Q3 2015 | $3,364,000 | -7.5% | 216,863 | +1.0% | 0.94% | -0.7% |
| Q2 2015 | $3,635,000 | +8.9% | 214,728 | +9.0% | 0.95% | +3.4% |
| Q1 2015 | $3,337,000 | -17.7% | 196,995 | -19.1% | 0.92% | -20.6% |
| Q4 2014 | $4,055,000 | +7.3% | 243,533 | +4.5% | 1.15% | +4.6% |
| Q3 2014 | $3,780,000 | +1.0% | 233,016 | +2.4% | 1.10% | -2.4% |
| Q2 2014 | $3,744,000 | +9.1% | 227,486 | +4.5% | 1.13% | 0.0% |
| Q1 2014 | $3,432,000 | +9.1% | 217,757 | +7.4% | 1.13% | +7.8% |
| Q4 2013 | $3,146,000 | +12.9% | 202,837 | +3.5% | 1.05% | +2.6% |
| Q3 2013 | $2,787,000 | +8.7% | 196,023 | +1.7% | 1.02% | +0.5% |
| Q2 2013 | $2,565,000 | – | 192,702 | – | 1.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Garde Capital, Inc. | 81,594 | $2,725 | 0.23% |
| ENCOMPASS WEALTH ADVISORS, LLC | 9,328 | $311,541 | 0.10% |
| Coston, McIsaac & Partners | 4,128 | $137 | 0.05% |
| MAI Capital Management | 7,823 | $261,301 | 0.00% |