Dfa US LRG Cap Val Port-InstDFLVX
13F holders, Q2 2024 (June 30)4holders −1
1new positions
2sold out
$47.50avg. 13F price*
At the end of Q2 2024, 4 institutions reported holding Dfa US LRG Cap Val Port-Inst (DFLVX) in their 13F filings, down 1 from Q1 2024. 1 opened new positions and 2 sold out. The largest holders were Ferguson Wellman Capital Management, Inc. ($467K), ORG Partners LLC ($227K) and Coston, McIsaac & Partners ($205K).
- 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $227K |
| Exits | 2 | $11.7M |
All 13F filers, Q1 2024 → Q2 2024: 4,796 shares bought and 262,911 shares sold, net −258,115 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Ferguson Wellman Capital Management, Inc. | 0.01% | No change | 9,819 | $467K |
| ORG Partners LLC | 0.03% | New | 4,783 | $227K |
| Coston, McIsaac & Partners | 0.06% | Add +0.3% | 4,333 | $205K |
| Westside Investment Management, Inc. | 0.02% | No change | 2,268 | $108K |
"% 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.