DFEOX β€” DFA US CORE EQUITY 1 INST

Ownership history in L & S Advisors Inc  Β·  4 quarters on record

AI Ownership Summary

L & S Advisors Inc reported DFA US CORE EQUITY 1 INST (DFEOX) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 0.04% in 2025 Q1. The latest visible filing shows DFEOX at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DFEOX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was L & S Advisors Inc's position in DFA US CORE EQUITY 1 INST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

DFEOX was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How L & S Advisors Inc held DFEOX β€” position size vs. price
% of Fund (quarterly)    DFEOX price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 6,999 β€” 0% 0.03% $347K 2026-02-14 (Est.) $50.95
2025 Q3 UNCHANGED 6,999 β€” 0% 0.03% $339K 2025-11-07 $48.45
2025 Q2 UNCHANGED 6,999 β€” 0% 0.03% $316K 2025-08-08 $46.10
2025 Q1 INITIATED 6,999 β€” β€” 0.04% $289K 2025-05-09 $41.20

FAQ About L & S Advisors Inc and DFEOX

These are the practical questions this page is built to answer before you even open the full history table.

How long has L & S Advisors Inc reported owning DFEOX?

L & S Advisors Inc reported DFEOX across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported DFEOX position in L & S Advisors Inc's portfolio?

The largest reported portfolio weight for DFEOX was 0.04% in 2025 Q1.

What is the latest reported DFEOX position on this page?

The most recent filing on this page is 2025 Q4, when L & S Advisors Inc reported 6,999 shares, equal to 0.03% of portfolio, with an estimated market value of $347K.

What does the chart on this DFEOX ownership page compare?

The chart compares L & S Advisors Inc's quarterly DFEOX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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