Institutional Ownership
Dfa Us Large Cap Value I
CUSIP 233203827EQUITY FUNDSDFLVXQ1 2026
Institutional Holders
7
13F filers
Shares Held
71.4K
Aggregate institutional
Institutional Value
$3.79M
Q1 2026
Net New Holders
+1
3 new · 2 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions3
Increased2
Decreased1
Sold out2
Institutional Holders
7 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Kelleher Financial Advisors | 42.6K | $2.49M | +585 | Added |
| 2 | Williams Jones Wealth Management, LLC. | 10.4K | $608.4K | +10.4K | New |
| 3 | Mcilrath & Eck, LLC | 5.1K | $298.4K | +5.1K | New |
| 4 | Vsm Wealth Advisory, LLC | 5.8K | $207.5K | +5.8K | New |
| 5 | Westside Investment Management, Inc. | 2.3K | $133.0K | 0 | Held |
| 6 | Oakworth Capital, Inc. | 949 | $55.4K | +4 | Added |
| 7 | Coston, Mcisaac & Partners | 4.2K | $245 | −170 | Reduced |