7 institutions reported holding $3.8M of DFA EMERGING MARKETS CORE EQUITY 2 PORTFOLIO INSTITUTIONAL CLASS (DFCEX) in SEC 13F filings for 2026-03-31. Largest institutional holders: FIRST MERCHANTS CORP ($2.3M), Coston, McIsaac & Partners ($834,000), KELLEHER FINANCIAL ADVISORS ($540,574), OAKWORTH CAPITAL, INC. ($82,137), Westside Investment Management, Inc. ($62,493). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | FIRST MERCHANTS CORP | $2.3M | 76,931 | Added |
| 2 | Coston, McIsaac & Partners | $834,000 | 27,917 | Trimmed |
| 3 | KELLEHER FINANCIAL ADVISORS | $540,574 | 18,079 | Added |
| 4 | OAKWORTH CAPITAL, INC. | $82,137 | 2,747 | Added |
| 5 | Westside Investment Management, Inc. | $62,493 | 2,065 | Hold |
| 6 | Transce3nd, LLC | $4,035 | 135 | Hold |
| 7 | Kohmann Bosshard Financial Services, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31