DFLVX DFA US LRG CAP VAL PORT-INST
FollowEQUITY FUNDS (fund)
7 managers (7 13F filers) reported a position in DFLVX shares at 2025-12-31, 65,111 shares in all. 2 filers opened a position and 0 filers sold out during the quarter.
- Managers
- 7
- 13F filers
- 7
- New
- 2
- Added
- 2
- Reduced
- 1
- Sold out
- 0
- Shares held by filers
- 65,111
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, Q4 2025
Filers in the available 13F reports with a share position at 2025-12-31, 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 |
|---|---|---|---|---|---|
| KELLEHER FINANCIAL ADVISORS | 42,028 | $2.37M | 0.54% | -3,323 | 13F-HRTimeline |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 11,396 | $642K | 0.01% | 0 | 13F-HRTimeline |
| Coston, McIsaac & Partners | 4,380 | $245K | 0.06% | +7 | 13F-HRTimeline |
| Motiv8 Investments LLC | 2,370 | $133K | 0.07% | new | 13F-HRTimeline |
| Westside Investment Management, Inc. | 2,268 | $129K | 0.02% | 0 | 13F-HRTimeline |
| Kohmann Bosshard Financial Services, LLC | 1,724 | $97.1K | 0.01% | new | 13F-HRTimeline |
| OAKWORTH CAPITAL, INC. | 945 | $53.2K | <0.01% | +4 | 13F-HRTimeline |