DFA TA US CORE EQTY 2 PORT FD's ticker is and the CUSIP is 233203314.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2021 | $525,000 | +9.6% | 20,843 | 0.0% | 0.02% | +5.3% |
Q4 2020 | $479,000 | +17.4% | 20,843 | 0.0% | 0.02% | 0.0% |
Q3 2020 | $408,000 | +7.4% | 20,843 | 0.0% | 0.02% | 0.0% |
Q2 2020 | $380,000 | +21.8% | 20,843 | 0.0% | 0.02% | +5.6% |
Q1 2020 | $312,000 | -26.1% | 20,843 | -11.4% | 0.02% | -33.3% |
Q1 2018 | $422,000 | -0.9% | 23,526 | 0.0% | 0.03% | +3.8% |
Q4 2017 | $426,000 | – | 23,526 | – | 0.03% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
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