DFLVX DFA US LARGE CAP VALUE I: institutional ownership and insider trading
9 funds reported holding $7.66M of DFA US LARGE CAP VALUE I in their latest 13F filings; in Q2 2026 funds net bought $2.92M, with 2 new positions and 1 funds selling out.
Largest institutional holders of DFLVX
- KELLEHER FINANCIAL ADVISORS — $5.28M
- Wealthspire Advisors, LLC — $740K
- Williams Jones Wealth Management, LLC. — $678K
- McIlrath & Eck, LLC — $298K
- Coston, McIsaac & Partners — $285K
- Westside Investment Management, Inc. — $148K
- Motiv8 Investments LLC — $133K
- Oakworth Capital, Inc. — $61.8K
- NBT BANK, N.A. — $38.7K
Who owns the most DFLVX stock?
The largest institutional holders of DFA US LARGE CAP VALUE I in the latest 13F filings are KELLEHER FINANCIAL ADVISORS ($5.28M), Wealthspire Advisors, LLC ($740K), Williams Jones Wealth Management, LLC. ($678K).