DOSSIER · 13F Holders · Q2 2026
DFLVX

DFA US LARGE CAP VALUE I

8 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 233203827·8 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$2M
visible holders
Holders
8
filers reporting
Concentration
31.06%
Wealthspire Advisors, LLC #1
top holder share
AI Holders Summary · Q2 2026

8 institutions reported DFLVX in Q2 2026. Wealthspire Advisors, LLC leads at 31.1% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Wealthspire Advisors, LLC
CIK 0001646247
$740K11K0.00%Q2 2026
02
Williams Jones Wealth Management, LLC.
CIK 0001788587
$683K10K0.01%Q3 2026
03
McIlrath & Eck, LLC
CIK 0001701714
$298K5K0.02%Q1 2026
04
Coston, McIsaac & Partners
CIK 0001945037
$277K4K0.06%Q3 2026
05
Westside Investment Management, Inc.
CIK 0001538383
$150K2K0.02%Q3 2026
06
Motiv8 Investments LLC
CIK 0002024873
$133K2K0.07%Q4 2025
07
Oakworth Capital, Inc.
CIK 0001588871
$63K9560.00%Q3 2026
08
NBT BANK N A /NY
CIK 0000898413
$39K5870.00%Q3 2026