Dfa US LRG Comp Port-InstDFUSX
13F holders, Q4 2025 (December 31)5holders −1
1new positions
2sold out
$45.39avg. 13F price*
At the end of Q4 2025, 5 institutions reported holding Dfa US LRG Comp Port-Inst (DFUSX) in their 13F filings, down 1 from Q3 2025. 1 opened new positions and 2 sold out. The largest holders were Diversified Trust Co. ($1.4M), Westside Investment Management, Inc. ($188K) and Coston, McIsaac & Partners ($125K).
- Company
- Dfa US LRG Comp Port-Inst
- CUSIP
- 25434D823
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $44K |
| Exits | 2 | $6.8M |
All 13F filers, Q3 2025 → Q4 2025: 992 shares bought and 154,185 shares sold, net −153,193 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Diversified Trust Co. | 0.03% | Reduce -2.6% | 30,182 | $1.4M |
| Westside Investment Management, Inc. | 0.03% | No change | 4,124 | $188K |
| Coston, McIsaac & Partners | 0.03% | Add +0.3% | 2,768 | $125K |
| Oakworth Capital, Inc. | 0.01% | Add +0.3% | 2,710 | $123K |
| Motiv8 Investments LLC | 0.02% | New | 977 | $44K |
"% 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.