Dfa US Core Eqty 1 Port-InstDFEOX
13F holders, Q1 2025 (March 31)4holders
2new positions
2sold out
$41.30avg. 13F price*
At the end of Q1 2025, 4 institutions reported holding Dfa US Core Eqty 1 Port-Inst (DFEOX) in their 13F filings, unchanged from Q4 2024. 2 opened new positions and 2 sold out. The largest holders were Ferguson Wellman Capital Management, Inc. ($2.6M), L & S Advisors Inc ($289K) and Jackson Wealth Management, LLC ($274K).
- Company
- Dfa US Core Eqty 1 Port-Inst
- Filed as
- DFA INVT DIMENSIONS GROUP IN US CORE EQ 1PT (Q1 2025)
- CUSIP
- 233203413
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $563K |
| Exits | 2 | $3.8M |
All 13F filers, Q4 2024 → Q1 2025: 13,655 shares bought and 87,970 shares sold, net −74,315 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Ferguson Wellman Capital Management, Inc. | 0.05% | No change | 62,848 | $2.6M |
| L & S Advisors Inc | 0.04% | New | 6,999 | $289K |
| Jackson Wealth Management, LLC | 0.03% | New | 6,639 | $274K |
| Coston, McIsaac & Partners | 0.07% | Add +0.3% | 5,903 | $243K |
"% 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.