Dfa Investment Grade PortDFAPX
13F holders, Q2 2025 (June 30)3holders +1
2new positions
1sold out
$10.11avg. 13F price*
At the end of Q2 2025, 3 institutions reported holding Dfa Investment Grade Port (DFAPX) in their 13F filings, up 1 from Q1 2025. 2 opened new positions and 1 sold out. The largest holders were Brooklyn Investment Group ($147K), Westside Investment Management, Inc. ($143K) and Coston, McIsaac & Partners ($93K).
- Company
- Dfa Investment Grade Port
- CUSIP
- 23320G448
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $240K |
| Exits | 1 | $903K |
All 13F filers, Q1 2025 → Q2 2025: 23,759 shares bought and 89,687 shares sold, net −65,928 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Brooklyn Investment Group | 0.02% | New | 14,503 | $147K |
| Westside Investment Management, Inc. | 0.03% | No change | 14,142 | $143K |
| Coston, McIsaac & Partners | 0.02% | New | 9,256 | $93K |
"% of holder's portfolio" is DFAPX's weight in each manager's 13F, not the share of Dfa Investment Grade Port the manager owns.