Dfa US LRG Comp Port-InstDFUSX
13F holders, Q1 2026 (March 31)4holders −1
0new positions
0sold out
$43.34avg. 13F price*
At the end of Q1 2026, 4 institutions reported holding Dfa US LRG Comp Port-Inst (DFUSX) in their 13F filings, down 1 from Q4 2025. 0 opened new positions and 0 sold out. The largest holders were Diversified Trust Co. ($1.3M), Westside Investment Management, Inc. ($180K) and Coston, McIsaac & Partners ($120K).
- Company
- Dfa US LRG Comp Port-Inst
- CUSIP
- 25434D823
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q4 2025 → Q1 2026: 14 shares bought, net +14 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Diversified Trust Co. | 0.02% | No change | 30,182 | $1.3M |
| Westside Investment Management, Inc. | 0.03% | No change | 4,124 | $180K |
| Coston, McIsaac & Partners | 0.03% | Add +0.3% | 2,775 | $120K |
| Oakworth Capital, Inc. | 0.01% | Add +0.3% | 2,717 | $118K |
"% 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.