Dfa Investment Grade PortDFAPX
13F holders, Q1 2026 (March 31)3holders +1
1new positions
0sold out
$10.12avg. 13F price*
At the end of Q1 2026, 3 institutions reported holding Dfa Investment Grade Port (DFAPX) in their 13F filings, up 1 from Q4 2025. 1 opened new positions and 0 sold out. The largest holders were McIlrath & Eck, LLC ($16.8M), 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $16.8M |
| Exits | 0 | $0 |
All 13F filers, Q4 2025 → Q1 2026: 1,660,117 shares bought, net +1,660,117 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| McIlrath & Eck, LLC | 1.26% | New | 1,660,108 | $16.8M |
| Westside Investment Management, Inc. | 0.02% | No change | 14,142 | $144K |
| Coston, McIsaac & Partners | 0.02% | Add +0.1% | 9,016 | $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.