Dfa US LRG Cap Val III-InstDFUVX

13F holders, Q2 2024 (June 30)
1holders
0new positions
0sold out
$30.41avg. 13F price*

At the end of Q2 2024, 1 institutions reported holding Dfa US LRG Cap Val III-Inst (DFUVX) in their 13F filings, unchanged from Q1 2024. 0 opened new positions and 0 sold out. The largest holder was Coston, McIsaac & Partners ($181K).

Company
Dfa US LRG Cap Val III-Inst
CUSIP
25434D807
Latest filing quarter
Q2 2026

History

Number of 13F holders

01 Q1 2024: 1Q1 2024Q2 2024: 1Q2 2024Q3 2024: 1Q3 2024Q4 2024: 1Q4 2024Q1 2025: 1Q1 2025Q2 2025: 1Q2 2025Q3 2025: 1Q3 2025Q4 2025: 1Q4 2025Q1 2026: 1Q1 2026Q2 2026: 1Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions0$0
Exits0$0

All 13F filers, Q1 2024 → Q2 2024: 113 shares sold, net −113 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1 holders

Coston, McIsaac & Partners 0.06% Reduce -1.9% 5,952 $181K

"% of holder's portfolio" is DFUVX's weight in each manager's 13F, not the share of Dfa US LRG Cap Val III-Inst the manager owns.