Institutional Ownership
Dfa Us Large Cap Value I
CUSIP 233203827EQUITY FUNDSDFLVXQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
7
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Kelleher Financial Advisors | 42.6K | $2.49M |
| 2 | Williams Jones Wealth Management, LLC. | 10.4K | $608.4K |
| 3 | Mcilrath & Eck, LLC | 5.1K | $298.4K |
| 4 | Vsm Wealth Advisory, LLC | 5.8K | $207.5K |
| 5 | Westside Investment Management, Inc. | 2.3K | $133.0K |
| 6 | Oakworth Capital, Inc. | 949 | $55.4K |
| 7 | Coston, Mcisaac & Partners | 4.2K | $245 |