DFEOX — DFA INVT DIMENSIONS GROUP IN US CORE EQ 1PT

Ownership history in Jackson Wealth Management, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Jackson Wealth Management, LLC reported a position in DFA INVT DIMENSIONS GROUP IN US CORE EQ 1PT (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
0.03% (2025 Q1)
Avg. % of fund
0.03%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 6,639 — 0% 0.03% $329K $49.60
2025 Q3 UNCHANGED 6,639 — 0% 0.03% $322K $48.32
2025 Q2 UNCHANGED 6,639 — 0% 0.03% $300K $44.94
2025 Q1 INITIATED 6,639 — — 0.03% $274K $40.98
% 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% GREAT LAKES ADVISORS, LLC 3Y 7Y 0.0% Oakworth Capital, Inc. 3Y 7Y 0.0%
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