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DFA Emerging Markets Core Equity I

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
First Merchants Corp
DECREASED
Shares70,738 from 73,801
Change-3,063 (-4%)
Value$2.4M (-$165.4K)
Filed 2026-10-15
Coston, McIsaac & Partners
INCREASED
Shares27,950 from 27,827
Change+123 (+0%)
Value$957.0K (+$956.1K)
Filed 2026-11-06
Great Lakes Advisors, LLC
NEW
Shares10,851
Change+10,851
Value$371.5K
Filed 2026-11-06
Oakworth Capital, Inc.
INCREASED
Shares2,790 from 2,764
Change+26 (+1%)
Value$95.5K (+$763)
Filed 2026-10-26
Westside Investment Management, Inc.
UNCHANGED
Shares2,065 from 2,065
Change0 (0%)
Value$71.6K (-$784)
Filed 2026-11-02
NBT Bank, N.A.
DECREASED
Shares264 from 569
Change-305 (-54%)
Value$9.1K (-$10.9K)
Filed 2026-10-21
Transce3nd, LLC
INCREASED
Shares137 from 136
Change+1 (+1%)
Value$4.5K (-$142)
Filed 2026-10-26
Kelleher Financial Advisors
CLOSED
Shares0 from 35,189
Change-35,189 (-100%)
Value$0 (-$1.2M)
Filed 2026-10-30
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 2,510
Change-2,510 (-100%)
Value$0 (-$88.0K)
Filed 2026-10-26
Status
First Merchants Corp
DECREASED70,73873,801-3,063-4%$2.6M$2.4M-$165.4K2026-10-15
Coston, McIsaac & Partners
INCREASED27,95027,827+123+0%$975$957.0K+$956.1K2026-11-06
Great Lakes Advisors, LLC
NEW10,851—+10,851——$371.5K—2026-11-06
Oakworth Capital, Inc.
INCREASED2,7902,764+26+1%$94.8K$95.5K+$7632026-10-26
Westside Investment Management, Inc.
UNCHANGED2,0652,06500%$72.4K$71.6K-$7842026-11-02
NBT Bank, N.A.
DECREASED264569-305-54%$20.0K$9.1K-$10.9K2026-10-21
Transce3nd, LLC
INCREASED137136+1+1%$4.7K$4.5K-$1422026-10-26
Kelleher Financial Advisors
CLOSED035,189-35,189-100%$1.2M$0-$1.2M2026-10-30
Vermillion Wealth Management, Inc.
CLOSED02,510-2,510-100%$88.0K$0-$88.0K2026-10-26
Showing 9 of 9 institutions