DFA GLOBAL ALLOCATION 60/40 I - EQUITY FUNDS

Historical Portfolio Holders from Q1 2015 to Q1 2024

All holders as of March 31, 2024
Q1 2024
Type / Class
Equity / EQUITY FUNDS
Shares, excl. options Q1 2024
79.8 K
Holdings value Q1 2024
$1.69 M
Value change Q1 2024
-$138 K
Grand Portfolio weight change Q1 2024
0%
Number of holders
1
Number of buys Q1 2024
0
Number of sells Q1 2024
-1
Average buys Q1 2024 %
0
Average sells Q1 2024 %
0%
CUSIP
25434D658
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Period Shares, Excl. Options Value, Excl. Options Change Price Investors
2024 Q1 79.8 K $1.69 M -$138 K $21.17 1
2023 Q4 4.07 M $81.9 M +$80.2 M $20.13 2
2023 Q3 85.2 K $1.66 M +$102 K $19.44 1
2023 Q2 780 K $15.1 M -$29.3 M $19.61 2
2023 Q1 2.29 M $44.2 M -$8.37 K $19.30 2
2022 Q4 83.8 K $1.55 M -$704 $18.53 1
2022 Q3 83.9 K $1.5 M +$1.5 M $17.86 1
2021 Q4 3 K $66 K +$66 K $22.00 1
2017 Q1 35.9 K $603 K +$129 K $16.79 1
2016 Q4 28.2 K $457 K +$82.8 K $16.21 1
2016 Q3 23.1 K $372 K +$199 K $16.12 1
2016 Q2 10.8 K $168 K +$857 $15.58 1
2016 Q1 10.7 K $165 K +$50.7 K $15.43 1
2015 Q4 7.42 K $113 K -$1.26 M $15.16 1
2015 Q3 91.8 K $1.37 M +$1.26 M $14.94 2
2015 Q2 7.34 K $117 K +$398 $15.92 1
2015 Q1 7.31 K $117 K +$117 K $15.97 1