Dfa US LRG Comp Port-InstDFUSX
13F holders, Q2 2024 (June 30)4holders
0new positions
0sold out
$36.20avg. 13F price*
At the end of Q2 2024, 4 institutions reported holding Dfa US LRG Comp Port-Inst (DFUSX) in their 13F filings, unchanged from Q1 2024. 0 opened new positions and 0 sold out. The largest holders were Diversified Trust Co. ($2.0M), Kelly Lawrence W & Associates Inc. ($160K) and Westside Investment Management, Inc. ($149K).
- 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q1 2024 → Q2 2024: 7 shares bought, net +7 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Diversified Trust Co. | 0.06% | No change | 54,905 | $2.0M |
| Kelly Lawrence W & Associates Inc. | 0.04% | No change | 4,430 | $160K |
| Westside Investment Management, Inc. | 0.03% | No change | 4,124 | $149K |
| Coston, McIsaac & Partners | 0.03% | Add +0.3% | 2,725 | $98K |
"% 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.