Who Owns DFA DIMENSIONAL US LARGE CAP VA (DFLV)? -- Institutional Holders (2026-06-30)

412 institutions reported holding $5.57B of DFA DIMENSIONAL US LARGE CAP VA (DFLV) in SEC 13F filings for 2026-06-30. Largest institutional holders: Savant Capital, LLC ($1.01B), Root Financial Partners, LLC ($186.4M), Vise Technologies, Inc. ($181.6M), Cetera Investment Advisers ($174.9M), Foster Group, Inc. ($158.3M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	Savant Capital, LLC	$1.01B	25.5M	Added
2	Root Financial Partners, LLC	$186.4M	4.7M	Added
3	Vise Technologies, Inc.	$181.6M	4.6M	Added
4	Cetera Investment Advisers	$174.9M	4.4M	Added
5	Foster Group, Inc.	$158.3M	4.0M	Trimmed
6	Truepoint, Inc.	$132.2M	3.3M	Trimmed
7	Corient Private Wealth LLC	$131.2M	3.3M	Trimmed
8	MOSAIC FAMILY WEALTH PARTNERS, LLC	$124.2M	3.1M	Added
9	Cerity Partners LLC	$113.8M	2.9M	Added
10	EP Wealth Advisors, LLC	$108.1M	2.7M	Trimmed
11	Pathstone Holdings, LLC	$102.3M	2.6M	Added
12	Summit Financial Strategies, Inc.	$98.1M	2.5M	Added
13	COLDSTREAM CAPITAL MANAGEMENT INC	$92.4M	2.3M	Trimmed
14	Beacon Pointe Advisors, LLC	$91.4M	2.3M	Added
15	HighTower Advisors, LLC	$88.9M	2.2M	Added
16	LPL Financial LLC	$75.5M	1.9M	Added
17	DiNuzzo Private Wealth, Inc.	$69.5M	1.8M	Trimmed
18	BANK OF MONTREAL /CAN/	$62.0M	1.6M	Added
19	Apella Capital, LLC	$61.3M	1.5M	Added
20	Quent Capital, LLC	$60.7M	1.5M	Added
21	Index Fund Advisors, Inc.	$57.2M	1.4M	Added
22	PHILLIPS FINANCIAL MANAGEMENT, LLC	$53.9M	1.4M	Trimmed
23	MATHER GROUP, LLC.	$50.6M	1.3M	Added
24	Premier Financial Group	$45.0M	1.1M	Trimmed
25	Mariner, LLC	$42.6M	1.1M	Trimmed

Source: SEC Form 13F filings · as of 2026-06-30