Dfa US LRG Cap Val Port-InstDFLVX
13F holders, Q2 2025 (June 30)4holders
1new positions
1sold out
$51.03avg. 13F price*
At the end of Q2 2025, 4 institutions reported holding Dfa US LRG Cap Val Port-Inst (DFLVX) in their 13F filings, unchanged from Q1 2025. 1 opened new positions and 1 sold out. The largest holders were Ferguson Wellman Capital Management, Inc. ($501K), Coston, McIsaac & Partners ($222K) and Westside Investment Management, Inc. ($117K).
- 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $26K |
| Exits | 1 | $8K |
All 13F filers, Q1 2025 → Q2 2025: 521 shares bought and 161 shares sold, net +360 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 | $501K |
| Coston, McIsaac & Partners | 0.06% | Add +0.2% | 4,378 | $222K |
| Westside Investment Management, Inc. | 0.02% | No change | 2,268 | $117K |
| Brooklyn Investment Group | 0.00% | New | 512 | $26K |
"% 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.