Dfa US Core Eqty 1 Port-InstDFEOX
13F holders, Q2 2024 (June 30)5holders +1
1new positions
0sold out
$40.37avg. 13F price*
At the end of Q2 2024, 5 institutions reported holding Dfa US Core Eqty 1 Port-Inst (DFEOX) in their 13F filings, up 1 from Q1 2024. 1 opened new positions and 0 sold out. The largest holders were Garde Capital, Inc. ($3.4M), Ferguson Wellman Capital Management, Inc. ($2.5M) and Coston, McIsaac & Partners ($236K).
- 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $128K |
| Exits | 0 | $0 |
All 13F filers, Q1 2024 → Q2 2024: 3,195 shares bought and 152 shares sold, net +3,043 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Garde Capital, Inc. | 0.23% | Reduce -0.2% | 83,415 | $3.4M |
| Ferguson Wellman Capital Management, Inc. | 0.05% | No change | 62,848 | $2.5M |
| Coston, McIsaac & Partners | 0.07% | Add +0.3% | 5,858 | $236K |
| Carderock Capital Management Inc. | 0.06% | No change | 5,281 | $213K |
| ORG Partners LLC | 0.02% | New | 3,180 | $128K |
"% 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.