Dfa US LRG Cap Val Port-InstDFLVX
13F holders, Q4 2025 (December 31)7holders +2
2new positions
0sold out
$56.30avg. 13F price*
At the end of Q4 2025, 7 institutions reported holding Dfa US LRG Cap Val Port-Inst (DFLVX) in their 13F filings, up 2 from Q3 2025. 2 opened new positions and 0 sold out. The largest holders were Kelleher Financial Advisors ($2.4M), Ferguson Wellman Capital Management, Inc. ($642K) and Coston, McIsaac & Partners ($245K).
- Company
- Dfa US LRG Cap Val Port-Inst
- CUSIP
- 233203827
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $230K |
| Exits | 0 | $0 |
All 13F filers, Q3 2025 → Q4 2025: 4,105 shares bought and 3,323 shares sold, net +782 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 7 holders
| Kelleher Financial Advisors | 0.55% | Reduce -7.3% | 42,028 | $2.4M |
| Ferguson Wellman Capital Management, Inc. | 0.01% | No change | 11,396 | $642K |
| Coston, McIsaac & Partners | 0.06% | Add +0.2% | 4,380 | $245K |
| Motiv8 Investments LLC | 0.07% | New | 2,370 | $133K |
| Westside Investment Management, Inc. | 0.02% | No change | 2,268 | $129K |
| Kohmann Bosshard Financial Services, LLC | 0.01% | New | 1,724 | $97K |
| Oakworth Capital, Inc. | 0.00% | Add +0.4% | 945 | $53K |
"% 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.