Dfa US LRG Cap Val Port-InstDFLVX
13F holders, Q2 2026 (June 30)7holders
2new positions
1sold out
$65.03avg. 13F price*
At the end of Q2 2026, 7 institutions reported holding Dfa US LRG Cap Val Port-Inst (DFLVX) in their 13F filings, unchanged from Q1 2026. 2 opened new positions and 1 sold out. The largest holders were Kelleher Financial Advisors ($5.3M), Wealthspire Advisors, LLC ($740K) and Williams Jones Wealth Management, LLC. ($678K).
- Company
- Dfa US LRG Cap Val Port-Inst
- CUSIP
- 233203827
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $781K |
| Exits | 1 | $208K |
All 13F filers, Q1 2026 → Q2 2026: 50,713 shares bought and 5,811 shares sold, net +44,902 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 7 holders
| Kelleher Financial Advisors | 0.76% | Add +90.4% | 81,125 | $5.3M |
| Wealthspire Advisors, LLC | 0.00% | New | 11,381 | $740K |
| Williams Jones Wealth Management, LLC. | 0.01% | No change | 10,424 | $678K |
| Coston, McIsaac & Partners | 0.06% | Add +4.4% | 4,396 | $285K |
| Westside Investment Management, Inc. | 0.02% | No change | 2,268 | $148K |
| Oakworth Capital, Inc. | 0.00% | Add +0.3% | 952 | $62K |
| NBT Bank, N.A. | 0.00% | New | 631 | $41K |
"% of holder's portfolio" is DFLVX's weight in each manager's 13F, not the share of Dfa US LRG Cap Val Port-Inst the manager owns.