DFA US LARGE CAP EQUITY PORTFOLIO's ticker is and the CUSIP is 23320G240.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2020 | $21,002,000 | 0.0% | 1,059,694 | 0.0% | 0.10% | 0.0% |
Q4 2019 | $21,002,000 | -44.4% | 1,059,694 | -48.8% | 0.10% | -44.5% |
Q3 2019 | $37,740,000 | -63.8% | 2,070,254 | -64.1% | 0.17% | -62.1% |
Q2 2019 | $104,233,000 | -8.6% | 5,761,965 | -12.0% | 0.46% | -11.4% |
Q1 2019 | $114,075,000 | +4.2% | 6,548,546 | -8.2% | 0.52% | -3.4% |
Q4 2018 | $109,469,000 | -8.7% | 7,136,279 | +7.6% | 0.53% | +11.2% |
Q3 2018 | $119,872,000 | +4.1% | 6,633,841 | -2.6% | 0.48% | -5.7% |
Q2 2018 | $115,122,000 | -5.7% | 6,807,869 | -7.3% | 0.51% | 0.0% |
Q1 2018 | $122,092,000 | 0.0% | 7,341,736 | 0.0% | 0.51% | 0.0% |
Q4 2017 | $122,092,000 | +4.5% | 7,341,736 | -2.1% | 0.51% | -0.6% |
Q3 2017 | $116,783,000 | +5.2% | 7,495,731 | -1.3% | 0.51% | -3.4% |
Q2 2017 | $111,027,000 | 0.0% | 7,594,256 | 0.0% | 0.53% | 0.0% |
Q1 2017 | $111,027,000 | +68.9% | 7,594,256 | +54.0% | 0.53% | +43.2% |
Q3 2016 | $65,743,000 | +6.2% | 4,932,097 | +2.0% | 0.37% | -1.3% |
Q2 2016 | $61,885,000 | +21.0% | 4,834,845 | +18.5% | 0.38% | +7.4% |
Q4 2015 | $51,125,000 | +15.9% | 4,080,308 | +18.8% | 0.35% | +1.2% |
Q4 2014 | $44,098,000 | – | 3,434,572 | – | 0.34% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Garde Capital, Inc. | 62,088 | $1,657,000 | 0.17% |
Barrett Asset Management, LLC | 25,937 | $692,000 | 0.03% |