Dfa US Core Eqty 1 Port-InstDFEOX
13F holders, Q1 2026 (March 31)6holders −1
1new positions
1sold out
$48.61avg. 13F price*
At the end of Q1 2026, 6 institutions reported holding Dfa US Core Eqty 1 Port-Inst (DFEOX) in their 13F filings, down 1 from Q4 2025. 1 opened new positions and 1 sold out. The largest holders were McIlrath & Eck, LLC ($1.6M), L & S Advisors Inc ($340K) and Jackson Wealth Management, LLC ($323K).
- Company
- Dfa US Core Eqty 1 Port-Inst
- CUSIP
- 233203413
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $1.6M |
| Exits | 1 | $3.2M |
All 13F filers, Q4 2025 → Q1 2026: 33,149 shares bought and 65,144 shares sold, net −31,995 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| McIlrath & Eck, LLC | 0.12% | New | 33,138 | $1.6M |
| L & S Advisors Inc | 0.04% | No change | 6,999 | $340K |
| Jackson Wealth Management, LLC | 0.03% | No change | 6,639 | $323K |
| Great Lakes Advisors, LLC | 0.00% | Add +0.0% | 4,524 | $220K |
| Coston, McIsaac & Partners | 0.04% | Add +0.2% | 3,913 | $190K |
| Oakworth Capital, Inc. | 0.00% | Add +1.0% | 103 | $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.