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DFA US Large Cap Value I

CUSIP: 233203827 | 43 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Williams Jones Wealth Management, Llc.10,424
0.0% of portfolio›$683.4K
Westside Investment Management, Inc.2,268
0.0% of portfolio›$150.0K
Oakworth Capital, Inc.956
0.0% of portfolio›$62.7K
NBT Bank, N.A.587
0.0% of portfolio›$38.7K
StyleTurnoverLocationFiled
Williams Jones Wealth Management, Llc.
10,424$683.4K0.0%GrowthLowNew York, NY2026-11-05
Westside Investment Management, Inc.
2,268$150.0K0.0%GrowthLowSanta Monica, CA2026-11-02
Oakworth Capital, Inc.
956$62.7K0.0%ETFLowBirmingham, AL2026-10-26
NBT Bank, N.A.
587$38.7K0.0%CoreLowNorwich, NY2026-10-21