Dfa Investment Grade PortDFAPX
13F holders, Q3 2025 (September 30)3holders
1new positions
1sold out
$10.25avg. 13F price*
At the end of Q3 2025, 3 institutions reported holding Dfa Investment Grade Port (DFAPX) in their 13F filings, unchanged from Q2 2025. 1 opened new positions and 1 sold out. The largest holders were Vermillion Wealth Management, Inc. ($853K), Westside Investment Management, Inc. ($145K) and Coston, McIsaac & Partners ($95K).
- Company
- Dfa Investment Grade Port
- CUSIP
- 23320G448
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $853K |
| Exits | 1 | $147K |
All 13F filers, Q2 2025 → Q3 2025: 83,253 shares bought and 14,503 shares sold, net +68,750 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Vermillion Wealth Management, Inc. | 0.23% | New | 83,232 | $853K |
| Westside Investment Management, Inc. | 0.02% | No change | 14,142 | $145K |
| Coston, McIsaac & Partners | 0.02% | Add +0.2% | 9,277 | $95K |
"% of holder's portfolio" is DFAPX's weight in each manager's 13F, not the share of Dfa Investment Grade Port the manager owns.