DFLVX — Dfa US Large Cap Value I Institutional Holders · Q2 2026
Who owns Dfa US Large Cap Value I (DFLVX)? 8 institutions reported holding $7.23M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Kelleher Financial Advisors ($5.3M), Wealthspire Advisors, LLC ($740,252), Williams Jones Wealth Management, LLC. ($677,972).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | KELLEHER FINANCIAL ADVISORS | $5.3M | 81,125 | Added |
| 2 | Wealthspire Advisors, LLC | $740,252 | 11,381 | New |
| 3 | Williams Jones Wealth Management, LLC. | $677,972 | 10,424 | Hold |
| 4 | Coston, McIsaac & Partners | $285,000 | 4,396 | Added |
| 5 | Westside Investment Management, Inc. | $147,561 | 2,268 | Hold |
| 6 | OAKWORTH CAPITAL, INC. | $61,803 | 952 | Added |
| 7 | NBT BANK N A /NY | $41,069 | 631 | New |
| 8 | VSM Wealth Advisory, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30