DFLVX DFA US LRG CAP VAL PORT-INST
FollowEQUITY FUNDS (fund)
4 managers (4 13F filers) reported a position in DFLVX shares at 2025-03-31, 16,617 shares in all. 1 filer opened a position and 0 filers sold out during the quarter.
- Managers
- 4
- 13F filers
- 4
- New
- 1
- Added
- 1
- Reduced
- 0
- Sold out
- 0
- Shares held by filers
- 16,617
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q1 2025
Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 9,819 | $493K | 0.01% | 0 | 13F-HRTimeline |
| Coston, McIsaac & Partners | 4,369 | $218K | 0.06% | +13 | 13F-HRTimeline |
| Westside Investment Management, Inc. | 2,268 | $114K | 0.02% | 0 | 13F-HRTimeline |
| Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L… | 161 | $8.1K | <0.01% | new | 13F-HRTimelineGroup |