Dfa Investment Grade PortDFAPX
13F holders, Q4 2025 (December 31)2holders −1
0new positions
1sold out
$10.14avg. 13F price*
At the end of Q4 2025, 2 institutions reported holding Dfa Investment Grade Port (DFAPX) in their 13F filings, down 1 from Q3 2025. 0 opened new positions and 1 sold out. The largest holders were Westside Investment Management, Inc. ($144K) 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $853K |
All 13F filers, Q3 2025 → Q4 2025: 83,502 shares sold, net −83,502 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Westside Investment Management, Inc. | 0.02% | No change | 14,142 | $144K |
| Coston, McIsaac & Partners | 0.02% | Reduce -2.9% | 9,007 | $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.