Dfa US LRG Comp Port-InstDFUSX
13F holders, Q2 2026 (June 30)6holders +2
2new positions
0sold out
$49.77avg. 13F price*
At the end of Q2 2026, 6 institutions reported holding Dfa US LRG Comp Port-Inst (DFUSX) in their 13F filings, up 2 from Q1 2026. 2 opened new positions and 0 sold out. The largest holders were Vermillion Wealth Management, Inc. ($3.1M), Diversified Trust Co. ($1.5M) and Westside Investment Management, Inc. ($205K).
- Company
- Dfa US LRG Comp Port-Inst
- CUSIP
- 25434D823
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $3.2M |
| Exits | 0 | $0 |
All 13F filers, Q1 2026 → Q2 2026: 64,366 shares bought and 581 shares sold, net +63,785 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| Vermillion Wealth Management, Inc. | 0.74% | New | 62,518 | $3.1M |
| Diversified Trust Co. | 0.02% | No change | 30,182 | $1.5M |
| Westside Investment Management, Inc. | 0.03% | No change | 4,124 | $205K |
| Coston, McIsaac & Partners | 0.03% | Add +0.0% | 2,776 | $138K |
| Oakworth Capital, Inc. | 0.01% | Reduce -21.4% | 2,136 | $106K |
| NBT Bank, N.A. | 0.01% | New | 1,847 | $92K |
"% of holder's portfolio" is DFUSX's weight in each manager's 13F, not the share of Dfa US LRG Comp Port-Inst the manager owns.