Dfa US LRG Comp Port-InstDFUSX
13F holders, Q1 2024 (March 31)4holders
$34.84avg. 13F price*
At the end of Q1 2024, 4 institutions reported holding Dfa US LRG Comp Port-Inst (DFUSX) in their 13F filings. The largest holders were Diversified Trust Co. ($1.9M), Kelly Lawrence W & Associates Inc. ($154K) and Westside Investment Management, Inc. ($143K).
- Company
- Dfa US LRG Comp Port-Inst
- CUSIP
- 25434D823
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $25K |
Ownership 4 holders
| Diversified Trust Co. | 0.06% | Add +16.1% | 54,905 | $1.9M |
| Kelly Lawrence W & Associates Inc. | 0.04% | No change | 4,430 | $154K |
| Westside Investment Management, Inc. | 0.03% | No change | 4,124 | $143K |
| Coston, McIsaac & Partners | 0.03% | Add +0.3% | 2,718 | $94K |
"% 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.