DODGE & COX FUNDS - DODGX
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Wealthspire Advisors, LLC | History | No change | 20,742 | 351 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 2,256 | 38 | 0.04% | 0.01% | 2 | +5 | 0.22% | Q3 2026 | Oct 26, 2026 |
| Oakworth Capital, Inc. | History | Added to | 384 | 6 | 0.0% | 0.0% | 3 | +1 | 0.26% | Q3 2026 | Oct 26, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | Closed out | 0 | 0 | — | 0.24% | — | -97,859 | -100.0% | Q3 2026 | Oct 30, 2026 |