DFA US LARGE CAP VALUE FUND's ticker is and the CUSIP is 233203827. A total of 3 filers reported holding DFA US LARGE CAP VALUE FUND in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $5,782 | -3.0% | 135,908 | -5.5% | 0.32% | -4.8% |
| Q1 2023 | $5,962 | +6.2% | 143,804 | +6.3% | 0.34% | +6.7% |
| Q4 2022 | $5,616 | -99.9% | 135,314 | -7.1% | 0.32% | -7.9% |
| Q3 2022 | $5,451,000 | -5.6% | 145,600 | +0.6% | 0.34% | +4.0% |
| Q2 2022 | $5,776,000 | -17.9% | 144,663 | -6.0% | 0.33% | -7.8% |
| Q1 2022 | $7,035,000 | -9.3% | 153,946 | -8.6% | 0.36% | -7.0% |
| Q4 2021 | $7,757,000 | +7.5% | 168,412 | +2.9% | 0.38% | 0.0% |
| Q3 2021 | $7,216,000 | -1.6% | 163,703 | +0.3% | 0.38% | -1.0% |
| Q2 2021 | $7,332,000 | +3.2% | 163,141 | -1.5% | 0.39% | -3.2% |
| Q1 2021 | $7,103,000 | +25.8% | 165,602 | +10.1% | 0.40% | +14.2% |
| Q4 2020 | $5,646,000 | +15.7% | 150,439 | -2.0% | 0.35% | +1.4% |
| Q3 2020 | $4,880,000 | -3.0% | 153,473 | -7.2% | 0.35% | -4.7% |
| Q2 2020 | $5,030,000 | +13.2% | 165,395 | -2.2% | 0.36% | -4.2% |
| Q1 2020 | $4,444,000 | -28.1% | 169,054 | +5.7% | 0.38% | -2.8% |
| Q4 2019 | $6,184,000 | +8.4% | 159,885 | +1.9% | 0.39% | -3.7% |
| Q3 2019 | $5,703,000 | -2.8% | 156,846 | -2.9% | 0.40% | -0.7% |
| Q2 2019 | $5,870,000 | -0.5% | 161,610 | -3.0% | 0.41% | -0.7% |
| Q1 2019 | $5,902,000 | -3.5% | 166,594 | -12.4% | 0.41% | -11.0% |
| Q4 2018 | $6,114,000 | -29.4% | 190,239 | -12.2% | 0.46% | -19.1% |
| Q3 2018 | $8,654,000 | -1.5% | 216,611 | -6.4% | 0.57% | -7.6% |
| Q2 2018 | $8,787,000 | +4.8% | 231,356 | +5.0% | 0.62% | -0.2% |
| Q1 2018 | $8,383,000 | -4.9% | 220,424 | -2.2% | 0.62% | +1.5% |
| Q4 2017 | $8,815,000 | +2.6% | 225,339 | +0.4% | 0.61% | -5.7% |
| Q3 2017 | $8,594,000 | +1.6% | 224,443 | -2.3% | 0.65% | -1.2% |
| Q2 2017 | $8,458,000 | -3.1% | 229,824 | -4.7% | 0.66% | -5.8% |
| Q1 2017 | $8,725,000 | +40.9% | 241,230 | +36.7% | 0.70% | +36.0% |
| Q4 2016 | $6,192,000 | +5.7% | 176,470 | -0.0% | 0.51% | -1.9% |
| Q3 2016 | $5,860,000 | +16.9% | 176,503 | +11.7% | 0.52% | +11.3% |
| Q2 2016 | $5,012,000 | +0.1% | 157,947 | -3.2% | 0.47% | -5.5% |
| Q1 2016 | $5,007,000 | +0.7% | 163,203 | +1.2% | 0.50% | -0.8% |
| Q4 2015 | $4,970,000 | +1.6% | 161,260 | +1.4% | 0.50% | +5.7% |
| Q3 2015 | $4,894,000 | -13.8% | 159,094 | -4.4% | 0.47% | -2.5% |
| Q2 2015 | $5,677,000 | -1.8% | 166,384 | -2.8% | 0.48% | -0.2% |
| Q1 2015 | $5,782,000 | -3.8% | 171,152 | -3.2% | 0.48% | -1.4% |
| Q4 2014 | $6,008,000 | +0.2% | 176,762 | -1.3% | 0.49% | +2.3% |
| Q3 2014 | $5,998,000 | -6.5% | 179,092 | -5.9% | 0.48% | -7.0% |
| Q2 2014 | $6,412,000 | -2.5% | 190,337 | -7.3% | 0.52% | -9.6% |
| Q1 2014 | $6,577,000 | +1.2% | 205,389 | -0.1% | 0.57% | -1.2% |
| Q4 2013 | $6,500,000 | +13.3% | 205,578 | +1.3% | 0.58% | +0.2% |
| Q3 2013 | $5,739,000 | +5.1% | 202,857 | -0.4% | 0.58% | +3.4% |
| Q2 2013 | $5,463,000 | – | 203,609 | – | 0.56% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Investment Solutions, Inc. /IL | 90,194 | $3,739,472 | 0.73% |
| RNC CAPITAL MANAGEMENT LLC | 143,804 | $5,962 | 0.34% |
| Coston, McIsaac & Partners | 4,220 | $174 | 0.06% |
| Westside Investment Management, Inc. | 2,268 | $94,063 | 0.03% |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 9,546 | $395,765 | 0.01% |