DFA US Core Equity 2's ticker is and the CUSIP is 233203397.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $291,563 | -3.3% | 9,948 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $301,411 | +6.5% | 9,948 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $283,108 | +104754.8% | 9,948 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $270 | -99.9% | 9,948 | +2.4% | 0.01% | -30.0% |
| Q3 2022 | $247,000 | -5.0% | 9,713 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $260,000 | -17.5% | 9,713 | -2.9% | 0.01% | 0.0% |
| Q1 2022 | $315,000 | -4.8% | 10,007 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $331,000 | +8.9% | 10,007 | +3.2% | 0.01% | 0.0% |
| Q3 2021 | $304,000 | – | 9,698 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| OAKWOOD CAPITAL MANAGEMENT LLC/CA | 1,759,987 | $29,515,000 | 7.71% |
| CT Financial Advisors LLC | 144,571 | $2,424,456,000 | 1.49% |
| WealthPLAN Partners, LLC | 363,416 | $6,094,489,000 | 0.78% |
| ROTHSCHILD INVESTMENT LLC /IL | 154,188 | $2,586,000 | 0.33% |
| Freedom Investment Management, Inc. | 62,022 | $1,040,000 | 0.07% |
| CCM INVESTMENT ADVISERS LLC | 13,046 | $218,000 | 0.02% |