Dean Mid Cap Value FundDALCX

13F holders, Q1 2026 (March 31)
1holders
0new positions
0sold out
$27.94avg. 13F price*

At the end of Q1 2026, 1 institutions reported holding Dean Mid Cap Value Fund (DALCX) in their 13F filings, unchanged from Q4 2025. 0 opened new positions and 0 sold out. The largest holder was Arvest Bank Trust Division ($31.1M).

Company
Dean Mid Cap Value Fund
Filed as
UNIFIED SER TR (Q1 2026)
CUSIP
90470K321
Latest filing quarter
Q2 2026

History

Number of 13F holders

01 Q2 2024: 1Q2 2024Q3 2024: 1Q3 2024Q4 2024: 1Q4 2024Q1 2025: 1Q1 2025Q2 2025: 1Q2 2025Q3 2025: 1Q3 2025Q4 2025: 1Q4 2025Q1 2026: 1Q1 2026Q2 2026: 1Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions0$0
Exits0$0

All 13F filers, Q4 2025 → Q1 2026: 2,188 shares sold, net −2,188 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1 holders

Arvest Bank Trust Division 1.69% Reduce -0.2% 1,113,615 $31.1M

"% 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.