Dfa US LRG Cap Val Port-InstDFLVX
13F holders, Q3 2024 (September 30)3holders −1
0new positions
1sold out
$50.38avg. 13F price*
At the end of Q3 2024, 3 institutions reported holding Dfa US LRG Cap Val Port-Inst (DFLVX) in their 13F filings, down 1 from Q2 2024. 0 opened new positions and 1 sold out. The largest holders were Ferguson Wellman Capital Management, Inc. ($497K), Coston, McIsaac & Partners ($219K) and Westside Investment Management, Inc. ($111K).
- Company
- Dfa US LRG Cap Val Port-Inst
- CUSIP
- 233203827
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $227K |
All 13F filers, Q2 2024 → Q3 2024: 13 shares bought and 4,783 shares sold, net −4,770 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Ferguson Wellman Capital Management, Inc. | 0.01% | No change | 9,819 | $497K |
| Coston, McIsaac & Partners | 0.06% | Add +0.3% | 4,346 | $219K |
| Westside Investment Management, Inc. | 0.02% | No change | 2,268 | $111K |
"% 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.