Dfa Investment Grade PortDFAPX
13F holders, Q1 2025 (March 31)2holders +1
1new positions
0sold out
$10.07avg. 13F price*
At the end of Q1 2025, 2 institutions reported holding Dfa Investment Grade Port (DFAPX) in their 13F filings, up 1 from Q4 2024. 1 opened new positions and 0 sold out. The largest holders were Vermillion Wealth Management, Inc. ($903K) and Westside Investment Management, Inc. ($143K).
- Company
- Dfa Investment Grade Port
- CUSIP
- 23320G448
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $903K |
| Exits | 0 | $0 |
All 13F filers, Q4 2024 → Q1 2025: 89,687 shares bought, net +89,687 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Vermillion Wealth Management, Inc. | 0.27% | New | 89,687 | $903K |
| Westside Investment Management, Inc. | 0.03% | No change | 14,142 | $143K |
"% of holder's portfolio" is DFAPX's weight in each manager's 13F, not the share of Dfa Investment Grade Port the manager owns.