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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 233203413

DFA US CORE EQUITY 1 I

17 institutions · $8.1M total · 305,111 shares

#ManagerSharesValue% of TotalPeriod
1FERGUSON WELLMAN CAPITAL MANAGEMENT, INC65,144$3.2M21.35%2025-12-31
2Strategic Investment Solutions, Inc. /IL58,655$2.0M19.22%2023-09-30
3Register Financial Advisors LLC19,058$567.7K6.24%2023-03-31
4CONGRESS ASSET MANAGEMENT CO /MA8,266$400.3K2.70%2025-09-30
5L & S Advisors Inc6,999$347.1K2.29%2025-12-31
6GREENUP STREET WEALTH MANAGEMENT LLC9,977$334.5K3.26%2023-09-30
7Jackson Wealth Management, LLC6,639$329.0K2.17%2025-12-31
8CARDEROCK CAPITAL MANAGEMENT INC4,781$231.6K1.56%2025-09-30
9GREAT LAKES ADVISORS, LLC4,523$224.3K1.48%2025-12-31
10UNIVERSITY OF CHICAGO5,900$201.8K1.93%2024-03-31
11ORG Partners LLC3,180$128.4K1.04%2024-06-30
12Brooklyn Investment Group2,284$103.2K0.74%2025-06-30
13Oakworth Capital, Inc.102$5.1K0.03%2025-12-31
14Garde Capital, Inc.82,689$3.6K27.10%2024-12-31
15Motiv8 Investments LLC16,908$8395.54%2025-12-31
16RNC CAPITAL MANAGEMENT LLC6,102$2051.99%2023-09-30
17Coston, McIsaac & Partners3,904$1931.27%2025-12-31