SEC 13F Intelligence

DFAPXDFA INVESTMENT GRADE I

CUSIP 23320G448 · Yahoo Finance ↗ · Google Finance ↗

Dfa Investment Grade I (DFAPX) has 3 institutional holders in Filings Flow’s 13F database, together reporting 1.68M shares worth $17M as of Q1 2026. The largest reported holders are Mcilrath & Eck, LLC, Vermillion Wealth Management, Inc., and Brooklyn Investment Group.

Institutional Holders
3
Q1 2026
Reported Value
$17M
Ticker
DFAPX
Quarters Tracked
7

Ownership Trend

Institutional holders
Q2 ’19: 2Q2 ’19Q3 ’19: 1Q3 ’19Q2 ’21: 2Q2 ’21Q4 ’21: 4Q4 ’21Q4 ’22: 2Q4 ’22Q4 ’25: 2Q4 ’25Q1 ’26: 3Q1 ’26filingsflow.com
Total reported value
Q2 ’19: $370MQ2 ’19Q3 ’19: $169MQ3 ’19Q2 ’21: $219MQ2 ’21Q4 ’21: $189MQ4 ’21Q4 ’22: $157,712Q4 ’22Q4 ’25: $143,919Q4 ’25Q1 ’26: $17MQ1 ’26filingsflow.com

Holders

Mixed quarters
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Manager% of PortfolioValueSharesQuarter
McIlrath & Eck, LLC$1.3B AUM1.25%$17M1.66MQ1 2026
Vermillion Wealth Management, Inc.$255M AUM0.23%$853,13083.2KQ3 2025OLDER
Westside Investment Management, Inc.$653M AUM0.02%$143,54514.1KQ1 2026
Brooklyn Investment Group$3.2B AUM0.02%$146,91514.5KQ2 2025OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.