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DFA US Core Eqty 1 Port (DFEOX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Great Lakes Advisors, LLC
UNCHANGED
Shares4,523 from 4,523
Change0 (0%)
Value$250.3K (+$361)
Filed 2026-11-06
Coston, McIsaac & Partners
INCREASED
Shares1,389 from 1,388
Change+1 (+0%)
Value$76.9K (+$901)
Filed 2026-11-06
Oakworth Capital, Inc.
UNCHANGED
Shares103 from 103
Change0 (0%)
Value$5.7K (+$32)
Filed 2026-10-26
Wealthspire Advisors, LLC
N/A
Shares— from 12,618
Change-12,618 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 6,999
Change-6,999 (-100%)
Value—
Status
Great Lakes Advisors, LLC
UNCHANGED4,5234,52300%$250.0K$250.3K+$3612026-11-06
Coston, McIsaac & Partners
INCREASED1,3891,388+1+0%$76.0K$76.9K+$9012026-11-06
Oakworth Capital, Inc.
UNCHANGED10310300%$5.7K$5.7K+$322026-10-26
Wealthspire Advisors, LLC
N/A—12,618-12,618-100%$697.4K———
L & S Advisors Inc
N/A—6,999-6,999-100%$386.8K———
Showing 5 of 5 institutions