Dodge & Cox Income-IDODIX
13F holders, Q3 2024 (September 30)4holders −2
0new positions
2sold out
$12.94avg. 13F price*
At the end of Q3 2024, 4 institutions reported holding Dodge & Cox Income-I (DODIX) in their 13F filings, down 2 from Q2 2024. 0 opened new positions and 2 sold out. The largest holders were First Merchants Corp. ($14.5M), Twin Capital Management Inc. ($301K) and Fairfield Financial Advisors, LTD ($135K).
- Company
- Dodge & Cox Income-I
- CUSIP
- 256210105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 2 | $149K |
All 13F filers, Q2 2024 → Q3 2024: 34,123 shares bought and 12,392 shares sold, net +21,731 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| First Merchants Corp. | 0.55% | Add +3.1% | 1,119,347 | $14.5M |
| Twin Capital Management Inc. | 0.03% | Add +1.0% | 23,289 | $301K |
| Fairfield Financial Advisors, LTD | 0.05% | Add +1.0% | 10,468 | $135K |
| Tucker Asset Management LLC | 0.02% | Reduce -3.1% | 7,757 | $100K |
"% of holder's portfolio" is DODIX's weight in each manager's 13F, not the share of Dodge & Cox Income-I the manager owns.