Dala Group's Q1 Investments
Dala Group Diversifies Portfolio with $1.18 Million Owens Corning Stake and Other Key Buys
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Key Points
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Owens Corning (OC) stake details reveal Dala Group LLC acquired 10,936 shares valued at about $1.18 million, with OC representing roughly 1.0% of Dala’s holdings and ranking as the fund’s 23rd-largest position.
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For Johnson & Johnson (JNJ), Dala Group LLC bought 1,966 shares valued around $480,000 in the first quarter. JNJ is heavily institutional-owned (about 69.55%), underscoring broad analyst and fund interest in the name.
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In Markel Group (MKL), the 1st-quarter buy by Dala Group LLC consists of 430 shares valued at approximately $825,000, and the filing notes ongoing activity by other institutions, including a director-level change (Greta J. Harris) selling 76 MKL shares on May 22.
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Dala Group LLC’s stake in Vanguard Small-Cap Growth ETF (VBK) totals 2,325 shares (about $703,000), and the ETF shows broad institutional interest beyond Dala, with Bank of America holding more than 10 million VBK shares and multiple other firms increasing holdings.
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Dala Group LLC’s Avantis U.S. Small Cap Value ETF (AVUV) stake consists of 7,960 shares valued at roughly $879,000, making AVUV about 0.7% of the portfolio and the 28th-largest holding; other notable holders include Fidelity D & D Bancorp and Captrust Financial Advisors, among several others.
Dala Group LLC quietly built a new position in Owens Corning (OC) during the first quarter, snapping up 10,936 shares worth about $1.18 million, according to Watchlist News. The stake makes OC the firm's 23rd-largest holding, representing roughly 1.0% of Dala's total portfolio.
The Owens Corning buy was just one of five new positions Dala Group opened in Q1. The firm also added stakes in Johnson & Johnson, Markel Group, and two small-cap ETFs, spreading capital across construction, healthcare, insurance, and U.S. small-cap equities.
Five New Stakes Signal a Broad Diversification Push
Dala Group's Q1 filings show a deliberate spread across sectors. The firm bought 1,966 shares of Johnson & Johnson valued at about $480,000. It also picked up 430 shares of Markel Group worth roughly $825,000, according to Ticker Report.
These are not closely related bets. Owens Corning makes roofing and insulation materials. Johnson & Johnson is a healthcare giant. Markel Group is an insurance holding company. Dala Group appears to be building a diversified core portfolio rather than making concentrated sector calls.
Two ETF Buys Add Small-Cap Exposure to the Mix
Beyond individual stocks, Dala Group added two small-cap funds. It bought 2,325 shares of the Vanguard Small-Cap Growth ETF (VBK) for about $703,000. It also bought 7,960 shares of the Avantis U.S. Small Cap Value ETF (AVUV) for roughly $879,000, according to Ticker Report. AVUV ranks as Dala's 28th-largest holding, making up about 0.7% of the portfolio.
The two ETF picks cover different corners of the small-cap market. VBK targets growth-oriented small companies. AVUV focuses on small companies trading at low valuations. Holding both gives Dala exposure across the small-cap spectrum without picking individual stocks. Other big institutions are in the same names — Bank of America holds more than 10 million VBK shares.
Institutional Crowd Is Active in the Same Securities
Dala Group is not alone in these trades. Johnson & Johnson carries about 69.55% institutional ownership, meaning large funds dominate its shareholder base. Multiple firms have been adjusting VBK holdings, with Fidelity D & D Bancorp and Captrust Financial Advisors among notable holders of AVUV, according to Ticker Report.
Markel Group also saw director-level selling during the period. Greta J. Harris, a Markel director, sold 76 MKL shares on May 22. That kind of insider activity often draws additional scrutiny from institutional investors watching for signals about a company's near-term outlook.
What Dala's Q1 Moves Reveal About Its Strategy
Together, the five new positions total roughly $4.07 million in fresh capital deployed in a single quarter. No single bet dominates. The largest, Owens Corning at $1.18 million, still sits at just 1.0% of the portfolio. That cap on position size suggests Dala Group prizes balance over conviction plays.
The mix of individual stocks and passive ETFs is also telling. Buying VBK and AVUV alongside single-name picks like Owens Corning and Markel shows a hybrid approach — active selection at the top, broad index-like coverage at the edges. It is a common structure for mid-sized institutional managers looking to manage risk without giving up upside, according to Ticker Report.
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