Dodge & Cox Balanced-IDODBX

13F holders, Q2 2024 (June 30)
1holders
$102.86avg. 13F price*

At the end of Q2 2024, 1 institutions reported holding Dodge & Cox Balanced-I (DODBX) in their 13F filings. The largest holder was ORG Partners LLC ($163K).

Company
Dodge & Cox Balanced-I
CUSIP
256201104
Latest filing quarter
Q2 2026

History

Number of 13F holders

012 Q2 2024: 1Q2 2024Q4 2024: 1Q4 2024Q4 2025: 2Q4 2025Q1 2026: 1Q1 2026Q2 2026: 1Q2 2026

Total Exit/New Position Q2 2024

InstitutionsTotal Value
New Positions1$163K
Exits0$0

Ownership 1 holders

ORG Partners LLC 0.02% New 1,587 $163K

"% of holder's portfolio" is DODBX's weight in each manager's 13F, not the share of Dodge & Cox Balanced-I the manager owns.