3 institutions reported holding $17.0M of DFA INVESTMENT GRADE PORTFOLIO (DFAPX) in SEC 13F filings for 2026-03-31. Largest institutional holders: McIlrath & Eck, LLC ($16.8M), Westside Investment Management, Inc. ($143,545), Coston, McIsaac & Partners ($91,000). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | McIlrath & Eck, LLC | $16.8M | 1.7M | New |
| 2 | Westside Investment Management, Inc. | $143,545 | 14,142 | Hold |
| 3 | Coston, McIsaac & Partners | $91,000 | 9,016 | Added |
Source: SEC Form 13F filings · as of 2026-03-31