DOSSIER · 13F Holders · Q1 2026
DFAPX

DFA INVESTMENT GRADE I

4 institutions still hold DFA INVESTMENT GRADE I as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 23320G448·4 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$18M
visible holders
Holders
4
filers reporting
Concentration
94.52%
McIlrath & Eck, LLC #1
top holder share
AI Holders Summary · Q1 2026

4 institutions reported DFAPX in Q1 2026. McIlrath & Eck, LLC leads at 94.5% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
McIlrath & Eck, LLC
CIK 0001701714
$17M1.7M1.25%Q1 2026
02
Vermillion Wealth Management, Inc.
CIK 0001737012
$740K73K0.17%Q2 2026
03
Westside Investment Management, Inc.
CIK 0001538383
$143K14K0.02%Q2 2026
04
Coston, McIsaac & Partners
CIK 0001945037
$91K9K0.02%Q4 2025