THE U.S. LARGE CAP VALUE SERIES BRK.B Holdings History
Number of Shares
1.31 Mil
Current Holdings Value*
$700.59 Mil
% of Portfolio
2.69%
Total Estimate Gain
$351.06 Mil
% of Total Estimate Gain
64.19%
THE U.S. LARGE CAP VALUE SERIES's Berkshire Hathaway Inc Holding Summary
As of 2025-04-30, DFA INVESTMENT TRUST CO held 1.31 Mil shares of Berkshire Hathaway Inc(BRK.B), totaling $700.59 Mil. This investment constitutes 2.69% of their stock portfolio, and DFA INVESTMENT TRUST CO now holds 0.06% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.
The initial trade took place in 2021Q4. In addition, there have been 8 sales at an average price of $443.78 for 621,959.00 shares. Based on historical transaction data and BRK.B's current price of $473.40, THE U.S. LARGE CAP VALUE SERIES's estimated gain on his BRK.B holdings is $351.06 Mil, reflecting a 64.19% gain to date.
THE U.S. LARGE CAP VALUE SERIES BRK.B ($473.40) Holding Chart
THE U.S. LARGE CAP VALUE SERIES BRK.B ($473.40) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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