Who owns DFA U.S. Core Equity 1 Portfolio?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of DFEOX from SEC Form 13F filings across 5 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 5 institutions disclosed 25,631 shares of DFA U.S. Core Equity 1 Portfolio worth $1.3M — about 0% of shares outstanding; the largest disclosed holder is Wealthspire Advisors, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
5
13F holders
$1.3M
value, 2026 filers
0%
of shares outstanding (25,631 sh)
1
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of DFEOX's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Wealthspire Advisors, LLCNEW | 12,618 | $697,417 | 0.0% | 0% | new |
| 2 | L & S Advisors Inc | 6,999 | $386,822 | 0.0% | 0% | 0.0% |
| 3 | GREAT LAKES ADVISORS, LLC | 4,523 | $249,981 | 0.0% | 0% | 0.0% |
| 4 | Coston, McIsaac & Partners | 1,388 | $76 | 0.0% | 0% | -64.5% |
| 5 | OAKWORTH CAPITAL, INC. | 103 | $5,669 | 0.0% | 0% | 0.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.