ENCOMPASS WEALTH ADVISORS, LLC - DFA US SUSTAINABILITY CORE 1 ownership

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 Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
ENCOMPASS WEALTH ADVISORS, LLC ownership history of DFA US SUSTAINABILITY CORE 1
ValueSharesWeighting
Q3 2023$311,541
-3.0%
9,3280.0%0.10%0.0%
Q2 2023$321,242
+0.7%
9,328
-6.5%
0.10%
-4.6%
Q1 2023$319,009
+6.0%
9,9750.0%0.11%
-0.9%
Q4 2022$300,954
+8.6%
9,9750.0%0.11%
+4.8%
Q3 2022$277,000
-4.5%
9,9750.0%0.10%
+1.9%
Q2 2022$290,000
-15.9%
9,9750.0%0.10%
+18.4%
Q1 2022$345,000
-7.0%
9,9750.0%0.09%
-3.3%
Q4 2021$371,000
+8.2%
9,9750.0%0.09%
+1.1%
Q3 2021$343,000
-0.3%
9,9750.0%0.09%
+4.7%
Q2 2021$344,000
+2.1%
9,9750.0%0.08%
-1.2%
Q1 2021$337,0009,9750.09%
Other shareholders
DFA US SUSTAINABILITY CORE 1 shareholders Q1 2022
NameSharesValueWeighting ↓
FIRST BUSINESS FINANCIAL SERVICES, INC. 45,173$1,052,0000.17%
GLENMEDE TRUST CO NA 592,250$13,787,0000.06%
BOSTON FINANCIAL MANGEMENT LLC 14,507$338,0000.02%
View complete list of DFA US SUSTAINABILITY CORE 1 shareholders