DFAPX Institutional Ownership & Shareholders
DFA INVESTMENT GRADE PORT (DFAPX) is currently held by 4 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $17.10M based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.
Mcilrath & Eck, Llc is currently the largest disclosed institutional shareholder of DFAPX tracked by InsiderSet, reporting ownership valued at approximately $16.80M in its March 31, 2026 SEC Form 13F filing.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed DFAPX value among the investors covered in this analysis. Major shareholders include Mcilrath & Eck, Llc, Westside Investment Management, Inc., Coston, Mcisaac & Partners, and several other long-term asset managers with concentrated positions in DFA INVESTMENT GRADE PORT (DFAPX).
This page ranks the largest institutional DFAPX 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
4
Total Reported Value
$17.10M
Largest Holder
Mcilrath & Eck, Llc
Largest Position
$16.80M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
4
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Mcilrath & Eck, Llc | 1.25% | 1,660,108 | $16,800,292 | — | — | — | |
| Westside Investment Management, Inc. | 0.02% | 14,142 | $136,474 | — | — | — | |
| Coston, Mcisaac & Partners | 0.02% | 9,038 | $91,000 | — | — | — | |
| Vermillion Wealth Management, Inc. | 0.08% | 7,552 | $72,875 | — | — | — |
Frequently asked questions about DFAPX
Who are the largest institutional holders of DFAPX?
The largest institutional holders of DFAPX reported in the latest SEC Form 13F filings include Mcilrath & Eck, Llc, Westside Investment Management, Inc., Coston, Mcisaac & Partners, and Vermillion Wealth Management, Inc.. InsiderSet ranks institutional holders by their latest reported DFAPX position.
What is DFAPX institutional ownership?
This page tracks DFAPX positions reported by institutional investment managers through SEC Form 13F. DFA INVESTMENT GRADE PORT (DFAPX) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own DFAPX?
InsiderSet currently tracks 4 institutional managers reporting DFAPX 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 DFAPX shareholders.
How much DFAPX stock do institutions own?
Institutional investment managers disclosed approximately $17.10M in DFAPX holdings for Q1 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was DFAPX institutional ownership last updated?
The latest DFAPX institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended March 31, 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 DFAPX 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 DFAPX position after the reporting date.
Are institutions buying or selling DFAPX?
Institutional buying and selling can be analyzed by comparing DFAPX positions across consecutive 13F reporting periods. InsiderSet's DFAPX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View DFAPX ownership changes.
How has DFAPX institutional ownership changed over time?
InsiderSet tracks DFAPX institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.