Dfa US LRG Comp Port-InstDFUSX
13F holders, Q3 2025 (September 30)6holders +3
3new positions
0sold out
$44.37avg. 13F price*
At the end of Q3 2025, 6 institutions reported holding Dfa US LRG Comp Port-Inst (DFUSX) in their 13F filings, up 3 from Q2 2025. 3 opened new positions and 0 sold out. The largest holders were Vermillion Wealth Management, Inc. ($6.7M), Diversified Trust Co. ($1.4M) and Westside Investment Management, Inc. ($184K).
- Company
- Dfa US LRG Comp Port-Inst
- CUSIP
- 25434D823
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $6.9M |
| Exits | 0 | $0 |
All 13F filers, Q2 2025 → Q3 2025: 156,092 shares bought, net +156,092 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| Vermillion Wealth Management, Inc. | 1.83% | New | 150,884 | $6.7M |
| Diversified Trust Co. | 0.03% | No change | 30,983 | $1.4M |
| Westside Investment Management, Inc. | 0.03% | No change | 4,124 | $184K |
| Coston, McIsaac & Partners | 0.03% | Add +0.2% | 2,761 | $122K |
| Oakworth Capital, Inc. | 0.01% | New | 2,702 | $120K |
| Kelleher Financial Advisors | 0.03% | New | 2,500 | $111K |
"% 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.