DODGE & COX FUNDS - DODIX
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FIRST MERCHANTS CORP | History | Added to | 986,144 | 11,843 | 0.39% | 0.44% | 1 | +850 | 0.09% | Q3 2026 | Oct 15, 2026 |
| Ethos Financial Group, LLC | History | No change | 94,587 | 1,184 | 0.08% | 0.08% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | No change | 35,046 | 691 | 0.13% | 0.13% | 3 | 0 | 0.0% | Q2 2026 | Aug 21, 2026 |
| SSA SWISS ADVISORS AG | History | No change | 4,491 | 57 | 0.02% | 0.02% | 4 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NBT BANK, N.A. | History | No change | 2,955 | 37 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Coston, McIsaac & Partners | History | No change | 1,238 | 15 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |