DFA INVESTMENT GRADE PORT (DFAPX) Institutional Ownership and Insiders Activity
DFA INVESTMENT GRADE PORT (DFAPX) is widely held by institutional investors, with 4 firms reporting positions valued at approximately $17.11M based on SEC Form 13F filings for the quarter ended March 31, 2026.
Mcilrath & Eck, Llc is the largest disclosed holder, reporting approximately $16.80M in DFAPX holdings in its latest filing.
Institutional ownership remains highly concentrated, with Mcilrath & Eck, Llc representing the majority of disclosed value.
Institutional Holders
4
Total Reported Value
$17.11M
Largest Holder
Mcilrath & Eck, Llc
Largest Position
$16.80M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
1
Funds Exiting Positions
0
Top Institutional Owners
View allInvestorReported Balance
- Mcilrath & Eck, Llc$16.80M
- Westside Investment Management, Inc.$142,980
- Coston, Mcisaac & Partners$91,000
- Vermillion Wealth Management, Inc.$72,875