DFLVX institutional holders
DFA US LARGE CAP VALUE I · 13F, 2026Q2
| Managers holding | 7 |
|---|---|
| Shares held | 111,177 |
| Reported value | $7.2m |
| Quarter flows | 2 new, 3 added, 0 trimmed, 2 exited |
Top 7 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| KELLEHER FINANCIAL ADVISORS | 81,125 | $5.3m | 0.7% |
| Wealthspire Advisors, LLC | 11,381 | $740,252 | 0.0% |
| Williams Jones Wealth Management, LLC. | 10,424 | $677,972 | 0.0% |
| Coston, McIsaac & Partners | 4,396 | $285,000 | 0.1% |
| Westside Investment Management, Inc. | 2,268 | $147,561 | 0.0% |
| OAKWORTH CAPITAL, INC. | 952 | $61,803 | 0.0% |
| NBT BANK, N.A. | 631 | $41,069 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("DFLVX"). DFLVX price history · All 13F data