DONALDSON CAPITAL MANAGEMENT, LLC - DFA TA US CORE EQTY 2 PORT FD ownership

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DFA TA US CORE EQTY 2 PORT FD's ticker is and the CUSIP is 233203314.

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Quarter-by-quarter ownership

DONALDSON CAPITAL MANAGEMENT, LLC ownership history of DFA TA US CORE EQTY 2 PORT FD
	Value		Shares		Weighting
Q4 2014	$205,000	+5.1%	14,368	+1.9%	0.03%	0.0%
Q3 2014	$195,000	-20.4%	14,104	-18.3%	0.03%	-20.5%
Q2 2014	$245,000	-32.5%	17,270	-35.3%	0.04%	-40.9%
Q1 2014	$363,000	–	26,672	–	0.07%	–
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Other shareholders

DFA TA US CORE EQTY 2 PORT FD shareholders Q3 2023
Name	Shares	Value	Weighting ↓
Diversified Trust Co	20,843	$479,000	0.02%

View complete list of DFA TA US CORE EQTY 2 PORT FD shareholders