9 institutions reported holding $4.0M of DFA US LARGE CAP VALUE I (DFLVX) in SEC 13F filings for 2026-03-31. Largest institutional holders: KELLEHER FINANCIAL ADVISORS ($2.5M), Williams Jones Wealth Management, LLC. ($608,444), McIlrath & Eck, LLC ($298,358), Coston, McIsaac & Partners ($245,000), VSM Wealth Advisory, LLC ($207,511). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | KELLEHER FINANCIAL ADVISORS | $2.5M | 42,613 | Added |
| 2 | Williams Jones Wealth Management, LLC. | $608,444 | 10,424 | New |
| 3 | McIlrath & Eck, LLC | $298,358 | 5,111 | New |
| 4 | Coston, McIsaac & Partners | $245,000 | 4,210 | Trimmed |
| 5 | VSM Wealth Advisory, LLC | $207,511 | 5,811 | New |
| 6 | Westside Investment Management, Inc. | $132,973 | 2,268 | Hold |
| 7 | OAKWORTH CAPITAL, INC. | $55,372 | 949 | Added |
| 8 | Kohmann Bosshard Financial Services, LLC | $0 | 0 | Exited |
| 9 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31