Dfa US Core Eqty 1 Port-InstDFEOX
13F holders, Q2 2025 (June 30)8holders +4
4new positions
0sold out
$45.17avg. 13F price*
At the end of Q2 2025, 8 institutions reported holding Dfa US Core Eqty 1 Port-Inst (DFEOX) in their 13F filings, up 4 from Q1 2025. 4 opened new positions and 0 sold out. The largest holders were Ferguson Wellman Capital Management, Inc. ($2.8M), Congress Asset Management Co. ($373K) and L & S Advisors Inc ($316K).
- Company
- Dfa US Core Eqty 1 Port-Inst
- Filed as
- DFA INVT DIMENSIONS GROUP IN US CORE EQ 1PT (Q2 2025)
- CUSIP
- 233203413
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $947K |
| Exits | 0 | $0 |
All 13F filers, Q1 2025 → Q2 2025: 20,986 shares bought, net +20,986 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 8 holders
| Ferguson Wellman Capital Management, Inc. | 0.05% | No change | 62,848 | $2.8M |
| Congress Asset Management Co. | 0.00% | New | 8,266 | $373K |
| L & S Advisors Inc | 0.04% | No change | 6,999 | $316K |
| Jackson Wealth Management, LLC | 0.03% | No change | 6,639 | $300K |
| Coston, McIsaac & Partners | 0.07% | Add +0.3% | 5,918 | $267K |
| Great Lakes Advisors, LLC | 0.00% | New | 5,640 | $255K |
| Carderock Capital Management Inc. | 0.06% | New | 4,781 | $216K |
| Brooklyn Investment Group | 0.01% | New | 2,284 | $103K |
"% 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.