DOSSIER · 13F Holders · Q2 2026
DFLVX

DFA US LARGE CAP VALUE I

9 institutions still hold DFA US LARGE CAP VALUE I as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 233203827·9 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$8M
visible holders
Holders
9
filers reporting
Concentration
69.23%
KELLEHER FINANCIAL ADVISORS #1
top holder share
AI Holders Summary · Q2 2026

9 institutions reported DFLVX in Q2 2026. KELLEHER FINANCIAL ADVISORS leads at 69.2% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
KELLEHER FINANCIAL ADVISORS
CIK 0001507971
$5M81K0.75%Q2 2026
02
Wealthspire Advisors, LLC
CIK 0001646247
$740K11K0.00%Q2 2026
03
Williams Jones Wealth Management, LLC.
CIK 0001788587
$678K10K0.01%Q2 2026
04
McIlrath & Eck, LLC
CIK 0001701714
$298K5K0.02%Q1 2026
05
Coston, McIsaac & Partners
CIK 0001945037
$245K4K0.06%Q4 2025
06
Westside Investment Management, Inc.
CIK 0001538383
$148K2K0.02%Q2 2026
07
Motiv8 Investments LLC
CIK 0002024873
$133K2K0.07%Q4 2025
08
Oakworth Capital, Inc.
CIK 0001588871
$62K9520.00%Q2 2026
09
NBT BANK N A /NY
CIK 0000898413
$41K6310.00%Q2 2026