Dfa US Core Eqty 1 Port-InstDFEOX
13F holders, Q1 2024 (March 31)4holders
$39.72avg. 13F price*
At the end of Q1 2024, 4 institutions reported holding Dfa US Core Eqty 1 Port-Inst (DFEOX) in their 13F filings. The largest holders were Garde Capital, Inc. ($3.3M), Ferguson Wellman Capital Management, Inc. ($2.5M) and Coston, McIsaac & Partners ($232K).
- Company
- Dfa US Core Eqty 1 Port-Inst
- CUSIP
- 233203413
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $210K |
| Exits | 2 | $148K |
Ownership 4 holders
| Garde Capital, Inc. | 0.23% | Add +13.4% | 83,567 | $3.3M |
| Ferguson Wellman Capital Management, Inc. | 0.05% | No change | 62,848 | $2.5M |
| Coston, McIsaac & Partners | 0.07% | Add +0.2% | 5,843 | $232K |
| Carderock Capital Management Inc. | 0.06% | New | 5,281 | $210K |
"% 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.