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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
CUSIP 233203397

DFA US CORE EQUITY 2 I

11 institutions · $5.4M total · 197,845 shares

#ManagerSharesValue% of TotalPeriod
1Strategic Investment Solutions, Inc. /IL90,821$2.8M45.90%2023-09-30
2Vermillion Wealth Management, Inc.35,743$1.5M18.06%2025-09-30
3FERGUSON WELLMAN CAPITAL MANAGEMENT, INC13,018$576.1K6.57%2025-12-31
4Westside Investment Management, Inc.4,522$201.3K2.28%2025-12-31
5TUCKER ASSET MANAGEMENT LLC4,259$164.4K2.15%2024-12-31
6Hurley Capital, LLC1,471$63.6K0.74%2025-09-30
7Transce3nd, LLC1,329$60.6K0.67%2025-12-31
8Coston, McIsaac & Partners39,919$1.8K20.17%2025-12-31
9RESOURCES MANAGEMENT CORP /CT/ /ADV2,230$2381.12%2025-09-30
10Motiv8 Investments LLC2,984$1321.50%2025-12-31
11DIVIDEND ASSETS CAPITAL, LLC1,549$450.78%2023-12-31