McIlrath & Eck, LLC DFAPX β€” DFA INVESTMENT GRADE PORTFOLIO

Ownership history in McIlrath & Eck, LLC  Β·  1 quarter on record

AI Ownership Summary

McIlrath & Eck, LLC reported DFA INVESTMENT GRADE PORTFOLIO (DFAPX) in 1 quarterly 13F filing from 2026 Q1 through 2026 Q1. Peak portfolio weight reached 1.25% in 2026 Q1. The latest visible filing shows DFAPX at 1.25% 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 DFAPX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was McIlrath & Eck, LLC's position in DFA INVESTMENT GRADE PORTFOLIO, 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
2026 Q1

DFAPX was reported at 1.25% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.25% in 2026 Q1

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

Time in book
Holding Window
2026 Q1 to 2026 Q1

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 McIlrath & Eck, LLC held DFAPX β€” position size vs. price
% of Fund (quarterly)    DFAPX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 INITIATED β€” β€” β€” 1,660,108 β€” β€” 1.25% $16.8M 2026-05-19 $10.04

🏒 Other funds also holding DFAPX

As of 2026 Q1 β€” sorted by position size

Westside Investment Management, Inc. 3Y 7Y 0.02% Coston, McIsaac & Partners 3Y 0.02%

FAQ About McIlrath & Eck, LLC and DFAPX

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

How long has McIlrath & Eck, LLC reported owning DFAPX?

McIlrath & Eck, LLC reported DFAPX across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

What was the largest reported DFAPX position in McIlrath & Eck, LLC's portfolio?

The largest reported portfolio weight for DFAPX was 1.25% in 2026 Q1.

What is the latest reported DFAPX position on this page?

The most recent filing on this page is 2026 Q1, when McIlrath & Eck, LLC reported 1,660,108 shares, equal to 1.25% of portfolio, with an estimated market value of $16.8M.

What does the chart on this DFAPX ownership page compare?

The chart compares McIlrath & Eck, LLC's quarterly DFAPX 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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