DFA US Core Equity 2's ticker is and the CUSIP is 233203397. A total of 4 filers reported holding DFA US Core Equity 2 in Q3 2015. The put-call ratio across all filers is - and the average weighting 2.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $230,000 | +12.2% | 11,271 | +7.9% | 0.04% | +10.0% |
| Q2 2017 | $205,000 | +2.0% | 10,445 | 0.0% | 0.04% | 0.0% |
| Q1 2017 | $201,000 | -7.8% | 10,445 | -19.9% | 0.04% | +100.0% |
| Q2 2016 | $218,000 | -32.1% | 13,046 | -33.1% | 0.02% | -33.3% |
| Q1 2016 | $321,000 | -42.2% | 19,493 | -42.6% | 0.03% | -42.3% |
| Q4 2015 | $555,000 | +1.6% | 33,951 | 0.0% | 0.05% | -3.7% |
| Q3 2015 | $546,000 | -24.7% | 33,951 | -16.8% | 0.05% | -19.4% |
| Q2 2015 | $725,000 | -0.3% | 40,825 | 0.0% | 0.07% | -5.6% |
| Q1 2015 | $727,000 | +98.1% | 40,825 | +94.4% | 0.07% | +115.2% |
| Q4 2014 | $367,000 | -3.7% | 21,005 | -6.8% | 0.03% | -2.9% |
| Q3 2014 | $381,000 | -2.3% | 22,547 | 0.0% | 0.03% | -5.6% |
| Q2 2014 | $390,000 | +4.0% | 22,547 | -0.0% | 0.04% | -2.7% |
| Q1 2014 | $375,000 | -4.8% | 22,551 | -6.5% | 0.04% | 0.0% |
| Q4 2013 | $394,000 | +9.1% | 24,108 | +0.2% | 0.04% | +2.8% |
| Q3 2013 | $361,000 | +6.8% | 24,060 | +0.0% | 0.04% | +2.9% |
| Q2 2013 | $338,000 | – | 24,051 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Westside Investment Management, Inc. | 6,894 | $218,696,000 | 0.50% |
| JB Capital LLC | 43,665 | $1,367,000 | 0.18% |
| First American Bank | 10,938 | $342,000 | 0.02% |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 9,698 | $304,000 | 0.01% |
| DIVIDEND ASSETS CAPITAL, LLC | 1,412 | $44,000 | 0.01% |