Dfa US LRG Cap Val Port-InstDFLVX
13F holders, Q3 2025 (September 30)5holders +1
2new positions
1sold out
$54.02avg. 13F price*
At the end of Q3 2025, 5 institutions reported holding Dfa US LRG Cap Val Port-Inst (DFLVX) in their 13F filings, up 1 from Q2 2025. 2 opened new positions and 1 sold out. The largest holders were Kelleher Financial Advisors ($2.5M), Ferguson Wellman Capital Management, Inc. ($616K) and Coston, McIsaac & Partners ($235K).
- 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 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $2.5M |
| Exits | 1 | $26K |
All 13F filers, Q2 2025 → Q3 2025: 47,869 shares bought and 517 shares sold, net +47,352 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Kelleher Financial Advisors | 0.62% | New | 45,351 | $2.5M |
| Ferguson Wellman Capital Management, Inc. | 0.01% | Add +16.1% | 11,396 | $616K |
| Coston, McIsaac & Partners | 0.06% | Reduce -0.1% | 4,373 | $235K |
| Westside Investment Management, Inc. | 0.02% | No change | 2,268 | $123K |
| Oakworth Capital, Inc. | 0.00% | New | 941 | $51K |
"% 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.