Dfa US LRG Cap GRW PortDUSLX

13F holders, Q1 2025 (March 31)
1holders
1new positions
0sold out
$37.53avg. 13F price*

At the end of Q1 2025, 1 institutions reported holding Dfa US LRG Cap GRW Port (DUSLX) in their 13F filings, unchanged from Q2 2024. 1 opened new positions and 0 sold out. The largest holder was Ascentis Wealth Management, LLC ($11K).

Company
Dfa US LRG Cap GRW Port
CUSIP
23320G281
Latest filing quarter
Q1 2025

History

Number of 13F holders

01 Q2 2024: 1Q2 2024Q1 2025: 1Q1 2025

Total Exit/New Position Q2 2024 → Q1 2025

InstitutionsTotal Value
New Positions1$11K
Exits0$0

All 13F filers, Q2 2024 → Q1 2025: 294 shares bought, net +294 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1 holders

Ascentis Wealth Management, LLC 0.00% New 294 $11K

"% of holder's portfolio" is DUSLX's weight in each manager's 13F, not the share of Dfa US LRG Cap GRW Port the manager owns.