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DFA US Large Cap Value I

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Williams Jones Wealth Management, Llc.
UNCHANGED
Shares10,424 from 10,424
Change0 (0%)
Value$683.4K (+$5.4K)
Filed 2026-11-05
Coston, McIsaac & Partners
DECREASED
Shares4,225 from 4,396
Change-171 (-4%)
Value$277.0K (+$276.8K)
Filed 2026-11-06
Westside Investment Management, Inc.
UNCHANGED
Shares2,268 from 2,268
Change0 (0%)
Value$150.0K (+$2.5K)
Filed 2026-11-02
Oakworth Capital, Inc.
INCREASED
Shares956 from 952
Change+4 (+0%)
Value$62.7K (+$898)
Filed 2026-10-26
NBT Bank, N.A.
DECREASED
Shares587 from 631
Change-44 (-7%)
Value$38.7K (-$2.3K)
Filed 2026-10-21
Kelleher Financial Advisors
CLOSED
Shares0 from 81,125
Change-81,125 (-100%)
Value$0 (-$5.3M)
Filed 2026-10-30
Wealthspire Advisors, LLC
N/A
Shares— from 11,381
Change-11,381 (-100%)
Value—
Status
Williams Jones Wealth Management, Llc.
UNCHANGED10,42410,42400%$678.0K$683.4K+$5.4K2026-11-05
Coston, McIsaac & Partners
DECREASED4,2254,396-171-4%$285$277.0K+$276.8K2026-11-06
Westside Investment Management, Inc.
UNCHANGED2,2682,26800%$147.6K$150.0K+$2.5K2026-11-02
Oakworth Capital, Inc.
INCREASED956952+4+0%$61.8K$62.7K+$8982026-10-26
NBT Bank, N.A.
DECREASED587631-44-7%$41.1K$38.7K-$2.3K2026-10-21
Kelleher Financial Advisors
CLOSED081,125-81,125-100%$5.3M$0-$5.3M2026-10-30
Wealthspire Advisors, LLC
N/A—11,381-11,381-100%$740.3K———
Showing 7 of 7 institutions