Dfa US Core Eqty 1 Port-InstDFEOX
13F holders, Q4 2025 (December 31)7holders −1
1new positions
2sold out
$49.59avg. 13F price*
At the end of Q4 2025, 7 institutions reported holding Dfa US Core Eqty 1 Port-Inst (DFEOX) in their 13F filings, down 1 from Q3 2025. 1 opened new positions and 2 sold out. The largest holders were Ferguson Wellman Capital Management, Inc. ($3.2M), Motiv8 Investments LLC ($839K) and L & S Advisors Inc ($347K).
- Company
- Dfa US Core Eqty 1 Port-Inst
- Filed as
- DFA INVT DIMENSIONS GROUP IN US CORE EQ 1PT (Q4 2025)
- CUSIP
- 233203413
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $839K |
| Exits | 2 | $632K |
All 13F filers, Q3 2025 → Q4 2025: 16,918 shares bought and 15,076 shares sold, net +1,842 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 7 holders
| Ferguson Wellman Capital Management, Inc. | 0.05% | No change | 65,144 | $3.2M |
| Motiv8 Investments LLC | 0.46% | New | 16,908 | $839K |
| L & S Advisors Inc | 0.04% | No change | 6,999 | $347K |
| Jackson Wealth Management, LLC | 0.03% | No change | 6,639 | $329K |
| Great Lakes Advisors, LLC | 0.00% | Add +0.2% | 4,523 | $224K |
| Coston, McIsaac & Partners | 0.04% | Reduce -34.2% | 3,904 | $193K |
| Oakworth Capital, Inc. | 0.00% | No change | 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.