DFUSX
DFA US Large Company Portfolio
1W: -1.0%
1M: -0.1%
3M: +1.7%
YTD: +11.8%
1Y: +14.3%
3Y: +78.9%
5Y: +60.5%
$51.25
+0.38 (+0.75%)
Weekly Expected Move ±1.4%
$49
$50
$51
$52
$52
Institutional Ownership — DFUSX
6
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
5M
Total Invested
2
New Positions
1
Increased
1
Reduced
0
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (6 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Vermillion Wealth Management, Inc. NEW | 62,518 | 3M | — | +0.0% | 1Q | SEC ↗ |
| 2 | DIVERSIFIED TRUST CO | 30,182 | 2M | — | +0.0% | 35Q | SEC ↗ |
| 3 | Westside Investment Management, Inc. | 4,124 | 211K | — | +0.0% | 26Q | SEC ↗ |
| 4 | Coston, McIsaac & Partners | 2,776 | 142K | +1 | +0.0% | 16Q | SEC ↗ |
| 5 | OAKWORTH CAPITAL, INC. | 2,136 | 109K | -581 | -21.4% | 4Q | SEC ↗ |
| 6 | NBT BANK, N.A. NEW | 1,847 | 95K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (2)
| Holder | Shares | Value |
|---|---|---|
| Vermillion Wealth Management, Inc. | 62,518 | 3M |
| NBT BANK, N.A. | 1,847 | 95K |
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (1)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Coston, McIsaac & Partners | +1 | +0.0% | 2,776 |
Biggest Decreases (1)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| OAKWORTH CAPITAL, INC. | -581 | -21.4% | 2,136 |