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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $202,080 | -3.5% | 6,894 | 0.0% | 0.06% | -1.7% |
| Q2 2023 | $209,320 | +6.7% | 6,894 | 0.0% | 0.06% | +1.7% |
| Q1 2023 | $196,220 | +5.3% | 6,894 | 0.0% | 0.06% | -87.4% |
| Q4 2022 | $186,430 | -99.9% | 6,894 | 0.0% | 0.46% | +9.3% |
| Q3 2022 | $175,605,000 | -19.3% | 6,894 | 0.0% | 0.42% | -14.8% |
| Q2 2022 | $217,731,000 | 0.0% | 6,894 | 0.0% | 0.49% | +3.1% |
| Q1 2022 | $217,731,000 | -0.4% | 6,894 | 0.0% | 0.48% | -4.2% |
| Q4 2021 | $218,696,000 | 0.0% | 6,894 | 0.0% | 0.50% | -1.0% |
| Q3 2021 | $218,696,000 | +0.5% | 6,894 | 0.0% | 0.50% | -0.2% |
| Q2 2021 | $217,662,000 | +6.2% | 6,894 | 0.0% | 0.50% | -6.7% |
| Q1 2021 | $204,907,000 | +10.2% | 6,894 | 0.0% | 0.54% | +6.1% |
| Q4 2020 | $185,947,000 | +17.4% | 6,894 | 0.0% | 0.51% | +608.3% |
| Q3 2020 | $158,437,000 | +7.4% | 6,894 | 0.0% | 0.07% | -17.2% |
| Q2 2020 | $147,475,000 | +1053292.9% | 6,894 | +229700.0% | 0.09% | – |
| Q1 2020 | $14,000 | – | 3 | – | 0.00% | – |
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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% |