DFEOXDFA U.S. CORE EQUITY 1 PORTFOLIO INSTITUTIONAL CLASS
CUSIP 233203413 · Yahoo Finance ↗ · Google Finance ↗
Dfa U.S. Core Equity 1 Portfolio Institutional Class (DFEOX) has 6 institutional holders in Filings Flow’s 13F database, together reporting 55.3K shares worth $3M as of Q1 2026. The largest reported holders are Ferguson Wellman Capital Management, Inc, Mcilrath & Eck, LLC, and Motiv8 Investments LLC.
Institutional Holders
6
Q1 2026
Reported Value
$3M
Ticker
DFEOX
Quarters Tracked
28
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Motiv8 Investments LLC$183M AUM | 0.46% | $839,000 | 16.9K | Q4 2025OLDER |
| McIlrath & Eck, LLC$1.3B AUM | 0.12% | $2M | 33.1K | Q1 2026 |
| CARDEROCK CAPITAL MANAGEMENT INC$456M AUM | 0.06% | $231,562 | 4.8K | Q3 2025OLDER |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$7.3B AUM | 0.05% | $3M | 65.1K | Q4 2025OLDER |
| Coston, McIsaac & Partners$443M AUM | 0.04% | $190,000 | 3.9K | Q1 2026 |
| L & S Advisors Inc$795M AUM | 0.04% | $340,210 | 7.0K | Q1 2026 |
| Jackson Wealth Management, LLC$972M AUM | 0.03% | $323,000 | 6.6K | Q1 2026 |
| Brooklyn Investment Group$3.2B AUM | 0.01% | $103,163 | 2.3K | Q2 2025OLDER |
| CONGRESS ASSET MANAGEMENT CO$16.3B AUM | 0.00% | $400,340 | 8.3K | Q3 2025OLDER |
| GREAT LAKES ADVISORS, LLC$12.1B AUM | 0.00% | $219,910 | 4.5K | Q1 2026 |
| Oakworth Capital, Inc.$1.9B AUM | 0.00% | $4,984 | 103 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.