Dean Mid Cap Value FundDALCX
13F holders, Q1 2025 (March 31)1holders
0new positions
0sold out
$25.98avg. 13F price*
At the end of Q1 2025, 1 institutions reported holding Dean Mid Cap Value Fund (DALCX) in their 13F filings, unchanged from Q4 2024. 0 opened new positions and 0 sold out. The largest holder was Arvest Bank Trust Division ($29.1M).
- Company
- Dean Mid Cap Value Fund
- Filed as
- UNIFIED SER TR (Q1 2025)
- CUSIP
- 90470K321
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q4 2024 → Q1 2025: 54,987 shares sold, net −54,987 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Arvest Bank Trust Division | 1.84% | Reduce -4.7% | 1,120,350 | $29.1M |
"% of holder's portfolio" is DALCX's weight in each manager's 13F, not the share of Dean Mid Cap Value Fund the manager owns.