Dfa US Core Eqty 1 Port-InstDFEOX
13F holders, Q2 2026 (June 30)5holders −1
1new positions
1sold out
$55.24avg. 13F price*
At the end of Q2 2026, 5 institutions reported holding Dfa US Core Eqty 1 Port-Inst (DFEOX) in their 13F filings, down 1 from Q1 2026. 1 opened new positions and 1 sold out. The largest holders were Wealthspire Advisors, LLC ($697K), L & S Advisors Inc ($387K) and Great Lakes Advisors, LLC ($250K).
- Company
- Dfa US Core Eqty 1 Port-Inst
- Filed as
- DFA Inv Dimensions Group Inc U (Q2 2026)
- CUSIP
- 233203413
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $697K |
| Exits | 1 | $323K |
All 13F filers, Q1 2026 → Q2 2026: 12,618 shares bought and 9,165 shares sold, net +3,453 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Wealthspire Advisors, LLC | 0.00% | New | 12,618 | $697K |
| L & S Advisors Inc | 0.04% | No change | 6,999 | $387K |
| Great Lakes Advisors, LLC | 0.00% | Reduce -0.0% | 4,523 | $250K |
| Coston, McIsaac & Partners | 0.02% | Reduce -64.5% | 1,388 | $76K |
| Oakworth Capital, Inc. | 0.00% | No change | 103 | $6K |
"% of holder's portfolio" is DFEOX's weight in each manager's 13F, not the share of Dfa US Core Eqty 1 Port-Inst the manager owns.