Dfa Investment Grade PortDFAPX
13F holders, Q2 2026 (June 30)3holders
1new positions
0sold out
$10.11avg. 13F price*
At the end of Q2 2026, 3 institutions reported holding Dfa Investment Grade Port (DFAPX) in their 13F filings, unchanged from Q1 2026. 1 opened new positions and 0 sold out. The largest holders were Vermillion Wealth Management, Inc. ($740K), Westside Investment Management, Inc. ($143K) and Coston, McIsaac & Partners ($91K).
- Company
- Dfa Investment Grade Port
- CUSIP
- 23320G448
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $740K |
| Exits | 0 | $0 |
All 13F filers, Q1 2026 → Q2 2026: 73,264 shares bought, net +73,264 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Vermillion Wealth Management, Inc. | 0.18% | New | 73,242 | $740K |
| Westside Investment Management, Inc. | 0.02% | No change | 14,142 | $143K |
| Coston, McIsaac & Partners | 0.02% | Add +0.2% | 9,038 | $91K |
"% of holder's portfolio" is DFAPX's weight in each manager's 13F, not the share of Dfa Investment Grade Port the manager owns.