DFAPX

Dfa Investment Grade Port Cross-source read$9.99 0.10%
UnclassifiedCUSIP 23320G448· EOD Sep 8, 2026

Among active 13F managers last quarter, 1 opened and 1 added, while none reduced or exited; the largest holder to move was McIlrath & Eck, LLC (new position). No recent Form 4 insider filings for DFAPX.

Tracked 13F holders
4
2 in Q2 2026 filings
13F value (tracked)
$17.8M
Smart-money readBullish
Net sellingNet buying
Funds · active managers, latest 13F
2 adding · 0 trimming
Insiders · Form 4 open-market, 180d
0 buying · 0 selling
US House · STOCK Act, 180d
0 buying · 0 selling

Funds lean in and no leg opposes.

Price & smart-money activity

$9.99 0.10%5Y -15.6%
$9.15$9.87$10.59$11.32$12.04202120222023202420252026
Hover for who · click for detailEnd-of-day closing prices52w $9.97 – $10.40

Who owns DFAPX?

4 tracked 13F filers · ranked by shares held

4 tracked 13F filers disclose a position in DFAPX as of the latest SEC 13F filings, a combined $17.8M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundSharesPosition valueLast moveAs ofHistory
1McIlrath & Eck, LLC1.7M
$16.8M
New
+1.7M sh
Q1 2026
2Vermillion Wealth Management, Inc.73K
$740K
Added
Added · +73K sh
Q2 2026
3Westside Investment Management, Inc.14K
$143K
Held
Q2 2026
4Coston, McIsaac & Partners9K
$91K
+0.2%
Added · +22 sh
Q2 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is DFAPX being bought or sold by institutions?

Last quarter, 1 fund opened a new position in DFAPX and 1 added to an existing one, while none reduced or exited. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
1
fund took a first position
Added
1
added to an existing position
Biggest moves · ranked by size of the change, positions above a floor

Funds that own DFAPX also own

CompanyCo-held byTheir position there
Vanguard Growth ETFVUG3 funds$72.7M
Vanguard Value ETFVTV3 funds$60.7M
Microsoft CorpMSFT3 funds$60.5M
Apple IncAAPL3 funds$56.1M
Vanguard Total Stock MKT ETFVTI3 funds$47.0M
Fidelity High Dividend ETFFDVV3 funds$43.0M
Invesco QQQ Trust Series 1QQQ3 funds$40.7M
Vanguard Large-Cap ETFVV3 funds$39.5M
Vanguard Dividend Apprec ETFVIG3 funds$34.2M
International Core Equity 2DFIEX3 funds$31.6M
Vanguard High DVD Yield ETFVYM3 funds$25.8M
Schwab Intl Equity ETFSCHF3 funds$25.2M

Ranked by how many of DFAPX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in DFAPX.

Insider activity (Form 4)

No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.

Do institutions, insiders and Congress agree?

Mixed signals

Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.

SEC EDGAR 13F + Form 4 + US House STOCK Act{ }get_ticker_confluence · API & MCP

Signals by source

Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive

SourceBuyingSellingNet
13F funds
Top 100 holders by value, passive included; the hero counts active managers only
20
Insiders
Form 4 open-market
00$0
US House
STOCK Act trades
00$0

Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.

Institutional ownership over time

2 tracked filers in Q2 2026 filings+0 vs Q1 2026
012Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings: $883K
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Share classes

Class13F holdersValue held
DFAPXthis pageOPEN END TAXABLE NO LOAD FUND4 funds$17.8M
DFGEXOPEN END TAXABLE NO LOAD FUND4 funds$350K
DURPXOPEN END TAXABLE NO LOAD FUND2 funds$5.1M
DFEQXBOND FUNDS2 funds$687K
DFTEXBOND FUNDS2 funds$360K
DCMSXOPEN END TAXABLE NO LOAD FUND2 funds$36K
23320G166BOND FUNDS1 funds$641K
DFVQXEQUITY FUNDS1 funds$441K

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 most recent

No filings captured for this ticker in the live stream yet.

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Connected entities for DFAPX

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Ask your agent what changed in DFAPX

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/DFAPX/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for DFAPX.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for DFAPX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.