Dfa US Core Eqty 1 Port-InstDFEOX
13F holders, Q4 2024 (December 31)4holders
0new positions
0sold out
$43.24avg. 13F price*
At the end of Q4 2024, 4 institutions reported holding Dfa US Core Eqty 1 Port-Inst (DFEOX) in their 13F filings, unchanged from Q3 2024. 0 opened new positions and 0 sold out. The largest holders were Garde Capital, Inc. ($3.6M), Ferguson Wellman Capital Management, Inc. ($2.7M) and Coston, McIsaac & Partners ($254K).
- Company
- Dfa US Core Eqty 1 Port-Inst
- CUSIP
- 233203413
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q3 2024 → Q4 2024: 12 shares bought and 387 shares sold, net −375 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Garde Capital, Inc. | 0.24% | Reduce -0.5% | 82,689 | $3.6M |
| Ferguson Wellman Capital Management, Inc. | 0.05% | No change | 62,848 | $2.7M |
| Coston, McIsaac & Partners | 0.08% | Add +0.2% | 5,886 | $254K |
| Carderock Capital Management Inc. | 0.06% | No change | 5,281 | $228K |
"% 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.