Dfa US Core Eqty 1 Port-InstDFEOX
13F holders, Q3 2024 (September 30)4holders −1
0new positions
1sold out
$42.77avg. 13F price*
At the end of Q3 2024, 4 institutions reported holding Dfa US Core Eqty 1 Port-Inst (DFEOX) in their 13F filings, down 1 from Q2 2024. 0 opened new positions and 1 sold out. The largest holders were Garde Capital, Inc. ($3.6M), Ferguson Wellman Capital Management, Inc. ($2.7M) and Coston, McIsaac & Partners ($251K).
- Company
- Dfa US Core Eqty 1 Port-Inst
- CUSIP
- 233203413
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $128K |
All 13F filers, Q2 2024 → Q3 2024: 16 shares bought and 3,519 shares sold, net −3,503 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Garde Capital, Inc. | 0.23% | Reduce -0.4% | 83,076 | $3.6M |
| Ferguson Wellman Capital Management, Inc. | 0.05% | No change | 62,848 | $2.7M |
| Coston, McIsaac & Partners | 0.07% | Add +0.3% | 5,874 | $251K |
| Carderock Capital Management Inc. | 0.05% | No change | 5,281 | $225K |
"% 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.