Dfa US LRG Comp Port-InstDFUSX
13F holders, Q3 2024 (September 30)4holders
0new positions
0sold out
$38.09avg. 13F price*
At the end of Q3 2024, 4 institutions reported holding Dfa US LRG Comp Port-Inst (DFUSX) in their 13F filings, unchanged from Q2 2024. 0 opened new positions and 0 sold out. The largest holders were Diversified Trust Co. ($2.1M), Kelly Lawrence W & Associates Inc. ($169K) 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q2 2024 → Q3 2024: 7 shares bought and 70 shares sold, net −63 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Diversified Trust Co. | 0.05% | Reduce -0.1% | 54,835 | $2.1M |
| Kelly Lawrence W & Associates Inc. | 0.04% | No change | 4,430 | $169K |
| Westside Investment Management, Inc. | 0.03% | No change | 4,124 | $149K |
| Coston, McIsaac & Partners | 0.03% | Add +0.3% | 2,732 | $104K |
"% 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.