DFA INVESTMENT GRADE I - DFAPX
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| McIlrath & Eck, LLC | History | No change | 1,660,108 | 16,800 | 1.25% | 1.25% | 1 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Vermillion Wealth Management, Inc. | History | New | 73,242 | 740 | 0.17% | — | 2 | +73,242 | New | Q2 2026 | Jul 15, 2026 |
| Westside Investment Management, Inc. | History | No change | 14,142 | 142 | 0.02% | 0.02% | 3 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Coston, McIsaac & Partners | History | Added to | 9,038 | 91 | 0.02% | 0.02% | 4 | +22 | 0.24% | Q2 2026 | Aug 12, 2026 |