Dfa US LRG Comp Port-InstDFUSX
13F holders, Q2 2025 (June 30)3holders −2
0new positions
2sold out
$41.14avg. 13F price*
At the end of Q2 2025, 3 institutions reported holding Dfa US LRG Comp Port-Inst (DFUSX) in their 13F filings, down 2 from Q1 2025. 0 opened new positions and 2 sold out. The largest holders were Diversified Trust Co. ($1.3M), Westside Investment Management, Inc. ($170K) and Coston, McIsaac & Partners ($113K).
- Company
- Dfa US LRG Comp Port-Inst
- CUSIP
- 25434D823
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 2 | $5.9M |
All 13F filers, Q1 2025 → Q2 2025: 6 shares bought and 161,571 shares sold, net −161,565 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Diversified Trust Co. | 0.03% | Reduce -12.2% | 30,983 | $1.3M |
| Westside Investment Management, Inc. | 0.03% | No change | 4,124 | $170K |
| Coston, McIsaac & Partners | 0.03% | Add +0.2% | 2,755 | $113K |
"% 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.