13FBOX
DFA INVESTMENT GRADE I · 13F Institutional Holdings
Options Calculator Rankings
D

DFA INVESTMENT GRADE I

DFAPX
Institutions
3
Combined AUM (Q2 2026)
$974,836
Combined Shares (Q2 2026)
96,422
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+73,264
2 · 1 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-1.7M
1 · 1 Exit · ≈
⚖️ Net
-1.6M
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$974,836
Institutions
3
New Buys
1
Adds
1
Reduces
0
Exits
1
Unchanged
1
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Vermillion Wealth Management, Inc.
0.17%#1$740,48073,242$00+73,242New Buy
Westside Investment Management, Inc.
0.02%0.02%#3$142,98014,142$143,54514,14200.00%Unchanged
Coston, McIsaac & Partners
0.02%0.02%#2$91,3769,038$91,0009,016+22+0.24%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow