Who Owns DFA US Core Equity 1 Portfolio (DFEOX)? -- Institutional Holders (2026-03-31)

7 institutions reported holding $2.7M of DFA US Core Equity 1 Portfolio (DFEOX) in SEC 13F filings for 2026-03-31. Largest institutional holders: McIlrath & Eck, LLC ($1.6M), L & S Advisors Inc ($340,210), Jackson Wealth Management, LLC ($323,000), GREAT LAKES ADVISORS, LLC ($219,910), Coston, McIsaac & Partners ($190,000). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1McIlrath & Eck, LLC$1.6M33,138New
2L & S Advisors Inc$340,2106,999Hold
3Jackson Wealth Management, LLC$323,0006,639Hold
4GREAT LAKES ADVISORS, LLC$219,9104,524Added
5Coston, McIsaac & Partners$190,0003,913Added
6OAKWORTH CAPITAL, INC.$4,984103Added
7FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$00Exited

Source: SEC Form 13F filings · as of 2026-03-31