DALCX Institutional Ownership & Shareholders
DEAN MID CAP VALUE FUND (DALCX) is currently held by 1 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $32.79M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Arvest Bank Trust Division is currently the largest disclosed institutional shareholder of DALCX tracked by InsiderSet, reporting ownership valued at approximately $32.79M in its June 30, 2026 SEC Form 13F filing.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed DALCX value among the investors covered in this analysis. Major shareholders include Arvest Bank Trust Division, and several other long-term asset managers with concentrated positions in DEAN MID CAP VALUE FUND (DALCX).
This page ranks the largest institutional DALCX shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
1
Total Reported Value
$32.79M
Largest Holder
Arvest Bank Trust Division
Largest Position
$32.79M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
1
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Arvest Bank Trust Division | 1.60% | 1,085,073 | $32,790,952 | — | — | — |
Frequently asked questions about DALCX
Who are the largest institutional holders of DALCX?
The largest institutional holders of DALCX reported in the latest SEC Form 13F filings include Arvest Bank Trust Division. InsiderSet ranks institutional holders by their latest reported DALCX position.
What is DALCX institutional ownership?
This page tracks DALCX positions reported by institutional investment managers through SEC Form 13F. DEAN MID CAP VALUE FUND (DALCX) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own DALCX?
InsiderSet currently tracks 1 institutional managers reporting DALCX holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of DALCX shareholders.
How much DALCX stock do institutions own?
Institutional investment managers disclosed approximately $32.79M in DALCX holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was DALCX institutional ownership last updated?
The latest DALCX institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional DALCX holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its DALCX position after the reporting date.
Are institutions buying or selling DALCX?
Institutional buying and selling can be analyzed by comparing DALCX positions across consecutive 13F reporting periods. InsiderSet's DALCX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View DALCX ownership changes.
How has DALCX institutional ownership changed over time?
InsiderSet tracks DALCX institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.