DFEOX
DFA U.S. Core Equity 1 Portfolio
1W: -0.9%
1M: -1.5%
3M: +0.2%
YTD: +11.5%
1Y: +14.5%
3Y: +76.0%
5Y: +66.7%
$55.98
+0.39 (+0.70%)
Weekly Expected Move ±1.3%
$54
$55
$56
$56
$57
Institutional Ownership — DFEOX
6
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
1M
Total Invested
1
New Positions
0
Increased
3
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (8 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | McIlrath & Eck, LLC NEW | 33,138 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 2 | Wealthspire Advisors, LLC NEW | 12,618 | $706K | — | +0.0% | 1Q | SEC ↗ |
| 3 | L & S Advisors Inc | 6,999 | $392K | — | +0.0% | 6Q | SEC ↗ |
| 4 | GREAT LAKES ADVISORS, LLC | 4,523 | $253K | -1 | -0.0% | 5Q | SEC ↗ |
| 5 | Coston, McIsaac & Partners | 1,388 | $78K | -2,525 | -64.5% | 16Q | SEC ↗ |
| 6 | OAKWORTH CAPITAL, INC. | 103 | $6K | — | +0.0% | 4Q | SEC ↗ |
| 7 | Jackson Wealth Management, LLC | 0 | $0K | -6,639 | -100.0% | 5Q | SEC ↗ |
| 8 | FERGUSON WELLMAN CAPITAL MANAGEMENT, I | 0 | $0K | -65,144 | -100.0% | 18Q | SEC ↗ |
Recent Activity
New Positions (2)
| Holder | Shares | Value |
|---|---|---|
| McIlrath & Eck, LLC | 33,138 | $2M |
| Wealthspire Advisors, LLC | 12,618 | $706K |
Sold Out (2)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| FERGUSON WELLMAN CAPITAL MANAGEMENT | 65,144 | $4M |
| Jackson Wealth Management, LLC | 6,639 | $372K |
Biggest Increases (0)
None.
Biggest Decreases (2)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Coston, McIsaac & Partners | -2,525 | -64.5% | 1,388 |
| GREAT LAKES ADVISORS, LLC | -1 | -0.0% | 4,523 |