Dfa US LRG Cap Val Port-InstDFLVX
13F holders, Q1 2024 (March 31)5holders
$44.72avg. 13F price*
At the end of Q1 2024, 5 institutions reported holding Dfa US LRG Cap Val Port-Inst (DFLVX) in their 13F filings. The largest holders were Cable Hill Partners, LLC ($11.7M), Ferguson Wellman Capital Management, Inc. ($484K) and Coston, McIsaac & Partners ($212K).
- Company
- Dfa US LRG Cap Val Port-Inst
- CUSIP
- 233203827
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $6K |
| Exits | 2 | $59K |
Ownership 5 holders
| Cable Hill Partners, LLC | 1.43% | No change | 262,784 | $11.7M |
| Ferguson Wellman Capital Management, Inc. | 0.01% | No change | 9,819 | $484K |
| Coston, McIsaac & Partners | 0.07% | Add +0.3% | 4,320 | $212K |
| Westside Investment Management, Inc. | 0.03% | No change | 2,268 | $111K |
| Tucker Asset Management LLC | 0.00% | New | 127 | $6K |
"% of holder's portfolio" is DFLVX's weight in each manager's 13F, not the share of Dfa US LRG Cap Val Port-Inst the manager owns.