Dfa US LRG Cap Val Port-InstDFLVX
13F holders, Q1 2026 (March 31)7holders
3new positions
2sold out
$56.52avg. 13F price*
At the end of Q1 2026, 7 institutions reported holding Dfa US LRG Cap Val Port-Inst (DFLVX) in their 13F filings, unchanged from Q4 2025. 3 opened new positions and 2 sold out. The largest holders were Kelleher Financial Advisors ($2.5M), Williams Jones Wealth Management, LLC. ($608K) and McIlrath & Eck, LLC ($298K).
- Company
- Dfa US LRG Cap Val Port-Inst
- CUSIP
- 233203827
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $1.1M |
| Exits | 2 | $739K |
All 13F filers, Q4 2025 → Q1 2026: 21,935 shares bought and 13,290 shares sold, net +8,645 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 7 holders
| Kelleher Financial Advisors | 0.64% | Add +1.4% | 42,613 | $2.5M |
| Williams Jones Wealth Management, LLC. | 0.01% | New | 10,424 | $608K |
| McIlrath & Eck, LLC | 0.02% | New | 5,111 | $298K |
| Coston, McIsaac & Partners | 0.06% | Reduce -3.9% | 4,210 | $245K |
| VSM Wealth Advisory, LLC | 0.06% | New | 5,811 | $208K |
| Westside Investment Management, Inc. | 0.02% | No change | 2,268 | $133K |
| Oakworth Capital, Inc. | 0.00% | Add +0.4% | 949 | $55K |
"% 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.