Dfa US Core Eqty 1 Port-InstDFEOX
13F holders, Q3 2025 (September 30)8holders
1new positions
1sold out
$48.43avg. 13F price*
At the end of Q3 2025, 8 institutions reported holding Dfa US Core Eqty 1 Port-Inst (DFEOX) in their 13F filings, unchanged from Q2 2025. 1 opened new positions and 1 sold out. The largest holders were Ferguson Wellman Capital Management, Inc. ($3.2M), Congress Asset Management Co. ($400K) and L & S Advisors Inc ($339K).
- Company
- Dfa US Core Eqty 1 Port-Inst
- Filed as
- DFA INVT DIMENSIONS GROUP IN US CORE EQ 1PT (Q3 2025)
- CUSIP
- 233203413
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $5K |
| Exits | 1 | $103K |
All 13F filers, Q2 2025 → Q3 2025: 2,413 shares bought and 3,411 shares sold, net −998 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 8 holders
| Ferguson Wellman Capital Management, Inc. | 0.05% | Add +3.6% | 65,144 | $3.2M |
| Congress Asset Management Co. | 0.00% | No change | 8,266 | $400K |
| L & S Advisors Inc | 0.04% | No change | 6,999 | $339K |
| Jackson Wealth Management, LLC | 0.03% | No change | 6,639 | $322K |
| Coston, McIsaac & Partners | 0.07% | Add +0.3% | 5,933 | $287K |
| Carderock Capital Management Inc. | 0.06% | No change | 4,781 | $232K |
| Great Lakes Advisors, LLC | 0.00% | Reduce -20.0% | 4,513 | $219K |
| Oakworth Capital, Inc. | 0.00% | New | 102 | $5K |
"% 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.