DFEOX — DFA US Core Equity 1 Portfolio

Ownership history in 55I, LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which 55I, LLC reported a position in DFA US Core Equity 1 Portfolio (DFEOX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.19% (2022 Q2)
Avg. % of fund
0.19%
First filed
2022 Q2
Last filed
2022 Q2
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2022 Q2 INITIATED 235,270 — — 0.19% $6.9M $26.73
% of Fund (quarterly)    DFEOX price (monthly, adj. close)

Other funds also holding DFEOX

As of 2025 Q4 — sorted by position size

Motiv8 Investments LLC 0.46% FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 3Y 7Y 0.05% Coston, McIsaac & Partners 3Y 0.04% L & S Advisors Inc 3Y 7Y 0.03% Jackson Wealth Management, LLC 3Y 7Y 0.03% GREAT LAKES ADVISORS, LLC 3Y 7Y 0.0% Oakworth Capital, Inc. 3Y 7Y 0.0%
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