DFA TA US CORE EQTY 2 PORT FD's ticker is and the CUSIP is 233203314.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2018 | $227,000 | -1.7% | 12,643 | -0.8% | 0.01% | 0.0% |
Q4 2017 | $231,000 | -12.2% | 12,741 | -16.6% | 0.01% | -14.3% |
Q3 2017 | $263,000 | +11.9% | 15,275 | +7.4% | 0.01% | +7.7% |
Q2 2017 | $235,000 | -20.9% | 14,229 | -22.2% | 0.01% | -23.5% |
Q1 2017 | $297,000 | +1.4% | 18,298 | -2.5% | 0.02% | -5.6% |
Q4 2016 | $293,000 | -4.2% | 18,759 | -10.0% | 0.02% | -10.0% |
Q3 2016 | $306,000 | +34.2% | 20,844 | +28.0% | 0.02% | +25.0% |
Q2 2016 | $228,000 | +44.3% | 16,286 | +42.5% | 0.02% | +45.5% |
Q1 2016 | $158,000 | – | 11,428 | – | 0.01% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
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