Funds holding DFA US Social Core Equity 2 Portfolio
ISIN US2332032984 · United States · LEI 5493000O2UT3VQL92M59
- Fund holders
- 1
- Of which ETFs
- 0 1 other fund
- Value held
- 60.7M $
A single tracked fund declares this security. So these figures do not say who holds it.
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| Global Social Core Equity Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 1,714,442 | 60.7M $ | 61.50 % | as of Apr 30, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of this security in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Global Social Core Equity Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 61.50 % | as of Apr 30, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 1 | 0 | 1,714,442 | +6.1 % |
| 2026Q1 | 1 | 0 | 1,616,521 | +2.0 % |
| 2025Q4 | 1 | 0 | 1,584,437 | +2.7 % |
| 2025Q3 | 1 | 0 | 1,542,535 | +9.9 % |
| 2025Q2 | 1 | 0 | 1,404,181 | +0.5 % |
| 2025Q1 | 1 | 0 | 1,397,035 | -2.0 % |
| 2024Q4 | 1 | 0 | 1,424,977 | -11.6 % |
| 2024Q3 | 1 | 0 | 1,612,704 | +1.5 % |
| 2024Q2 | 1 | 0 | 1,589,542 | +0.3 % |
| 2024Q1 | 1 | 0 | 1,584,515 | +14.9 % |
| 2023Q4 | 1 | 1,378,477 |
Institutional managers
2 managers declare this security to the SEC (Form 13F).
| Manager | Shares | Value | |
|---|---|---|---|
| Coston, McIsaac & Partners | 3,830 | 121 $ | as of Mar 31, 2026 |
| McIlrath & Eck, LLC | 600 | 19.1K $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Funds holding DFA US Social Core Equity 2 Portfolio". https://titelia.com/en/stocks/dfa-us-social-core-equity-2-portfolio-US2332032984