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DFA US Core Equity
DFA US Core Equity. Institutional holdings reported to the SEC.

Institutional Holders (2015Q2)
Portfolio Summary: 3 Institutional holders with a total value of $14,279,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 FIRST INTERSTATE BANK 661,278 12,042,000 84.33%
2 ALBION FINANCIAL GROUP /UT 118,797 2,163,000 15.15%
3 REILLY FINANCIAL ADVISORS, LLC 4,038 74,000 0.52%

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.