Funds holding DFA US Large Company Portfolio
ISIN US25434D8231 · United States · LEI 549300FK54SMFUX28R78
- Fund holders
- 17
- Of which ETFs
- 0 17 other funds
- Value held
- 1B $
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| LVIP Dimensional U.S. Equity Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 7,456,601 | 322.9M $ | 38.63 % | as of Mar 31, 2026 ↗ |
| Free Market U.S. Equity Fund RBB Fund, Inc. | 6,358,783 | 290.6M $ | 5.53 % | as of Feb 28, 2026 ↗ |
| Dimensional VA Equity Allocation Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 1,436,951 | 68.8M $ | 22.64 % | as of Apr 30, 2026 ↗ |
| DIMENSIONAL 2050 TARGET DATE RETIREMENT INCOME FUND DFA INVESTMENT DIMENSIONS GROUP INC | 1,366,272 | 65.4M $ | 31.31 % | as of Apr 30, 2026 ↗ |
| DIMENSIONAL 2045 TARGET DATE RETIREMENT INCOME FUND DFA INVESTMENT DIMENSIONS GROUP INC | 1,325,492 | 63.4M $ | 26.86 % | as of Apr 30, 2026 ↗ |
| DIMENSIONAL 2055 TARGET DATE RETIREMENT INCOME FUND DFA INVESTMENT DIMENSIONS GROUP INC | 1,055,822 | 50.5M $ | 33.56 % | as of Apr 30, 2026 ↗ |
| DIMENSIONAL 2040 TARGET DATE RETIREMENT INCOME FUND DFA INVESTMENT DIMENSIONS GROUP INC | 948,229 | 45.4M $ | 22.37 % | as of Apr 30, 2026 ↗ |
| DIMENSIONAL 2060 TARGET DATE RETIREMENT INCOME FUND DFA INVESTMENT DIMENSIONS GROUP INC | 909,558 | 43.5M $ | 33.54 % | as of Apr 30, 2026 ↗ |
| DIMENSIONAL 2035 TARGET DATE RETIREMENT INCOME FUND DFA INVESTMENT DIMENSIONS GROUP INC | 709,823 | 34M $ | 17.31 % | as of Apr 30, 2026 ↗ |
| DIMENSIONAL 2030 TARGET DATE RETIREMENT INCOME FUND DFA INVESTMENT DIMENSIONS GROUP INC | 407,381 | 19.5M $ | 12.66 % | as of Apr 30, 2026 ↗ |
| Dimensional 2065 Target Date Retirement Income Fund DFA INVESTMENT DIMENSIONS GROUP INC | 354,516 | 17M $ | 33.43 % | as of Apr 30, 2026 ↗ |
| DIMENSIONAL 2025 TARGET DATE RETIREMENT INCOME FUND DFA INVESTMENT DIMENSIONS GROUP INC | 207,252 | 9.9M $ | 8.87 % | as of Apr 30, 2026 ↗ |
| DIMENSIONAL 2020 TARGET DATE RETIREMENT INCOME FUND DFA INVESTMENT DIMENSIONS GROUP INC | 106,240 | 5.1M $ | 9.01 % | as of Apr 30, 2026 ↗ |
| Matson Money U.S. Equity VI Portfolio RBB Fund, Inc. | 91,255 | 4.2M $ | 13.67 % | as of Feb 28, 2026 ↗ |
| DIMENSIONAL RETIREMENT INCOME FUND DFA INVESTMENT DIMENSIONS GROUP INC | 86,941 | 4.2M $ | 7.12 % | as of Apr 30, 2026 ↗ |
| DIMENSIONAL 2015 TARGET DATE RETIREMENT INCOME FUND DFA INVESTMENT DIMENSIONS GROUP INC | 38,111 | 1.8M $ | 8.44 % | as of Apr 30, 2026 ↗ |
| Dimensional 2070 Target Date Retirement Income Fund DFA INVESTMENT DIMENSIONS GROUP INC | 7,018 | 335.8K $ | 32.93 % | as of Apr 30, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of this security in each fund.
| Fund | Weight in fund | |
|---|---|---|
| LVIP Dimensional U.S. Equity Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 38.63 % | as of Mar 31, 2026 ↗ |
| DIMENSIONAL 2055 TARGET DATE RETIREMENT INCOME FUND DFA INVESTMENT DIMENSIONS GROUP INC | 33.56 % | as of Apr 30, 2026 ↗ |
| DIMENSIONAL 2060 TARGET DATE RETIREMENT INCOME FUND DFA INVESTMENT DIMENSIONS GROUP INC | 33.54 % | as of Apr 30, 2026 ↗ |
| Dimensional 2065 Target Date Retirement Income Fund DFA INVESTMENT DIMENSIONS GROUP INC | 33.43 % | as of Apr 30, 2026 ↗ |
| Dimensional 2070 Target Date Retirement Income Fund DFA INVESTMENT DIMENSIONS GROUP INC | 32.93 % | as of Apr 30, 2026 ↗ |
| DIMENSIONAL 2050 TARGET DATE RETIREMENT INCOME FUND DFA INVESTMENT DIMENSIONS GROUP INC | 31.31 % | as of Apr 30, 2026 ↗ |
| DIMENSIONAL 2045 TARGET DATE RETIREMENT INCOME FUND DFA INVESTMENT DIMENSIONS GROUP INC | 26.86 % | as of Apr 30, 2026 ↗ |
| Dimensional VA Equity Allocation Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 22.64 % | as of Apr 30, 2026 ↗ |
| DIMENSIONAL 2040 TARGET DATE RETIREMENT INCOME FUND DFA INVESTMENT DIMENSIONS GROUP INC | 22.37 % | as of Apr 30, 2026 ↗ |
| DIMENSIONAL 2035 TARGET DATE RETIREMENT INCOME FUND DFA INVESTMENT DIMENSIONS GROUP INC | 17.31 % | as of Apr 30, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 17 | 0 | 22,866,246 | -0.0 % |
| 2026Q1 | 17 | 0 | 22,876,501 | -3.7 % |
| 2025Q4 | 17 | 0 | 23,750,583 | -4.1 % |
| 2025Q3 | 17 | 0 | 24,761,180 | -1.9 % |
| 2025Q2 | 17 | -1 | 25,249,884 | -4.0 % |
| 2025Q1 | 18 | +1 | 26,312,073 | -3.9 % |
| 2024Q4 | 17 | 0 | 27,366,740 | -4.4 % |
| 2024Q3 | 17 | 0 | 28,621,112 | -2.7 % |
| 2024Q2 | 17 | 0 | 29,413,787 | -3.6 % |
| 2024Q1 | 17 | 0 | 30,523,381 | -1.1 % |
| 2023Q4 | 17 | 30,855,237 |
Institutional managers
4 managers declare this security to the SEC (Form 13F).
| Manager | Shares | Value | |
|---|---|---|---|
| Diversified Trust Co | 30,182 | 1.3M $ | as of Mar 31, 2026 |
| Westside Investment Management, Inc. | 4,124 | 180.1K $ | as of Mar 31, 2026 |
| Coston, McIsaac & Partners | 2,775 | 120 $ | as of Mar 31, 2026 |
| OAKWORTH CAPITAL, INC. | 2,717 | 117.7K $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Funds holding DFA US Large Company Portfolio". https://titelia.com/en/stocks/dfa-us-large-company-portfolio-US25434D8231