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DFA Investment Grade I

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Westside Investment Management, Inc.
UNCHANGED
Shares14,142 from 14,142
Change0 (0%)
Value$136.5K (-$6.5K)
Filed 2026-11-02
Coston, McIsaac & Partners
INCREASED
Shares9,063 from 9,038
Change+25 (+0%)
Value$87.5K (+$87.4K)
Filed 2026-11-06
Vermillion Wealth Management, Inc.
DECREASED
Shares7,552 from 73,242
Change-65,690 (-90%)
Value$72.9K (-$667.6K)
Filed 2026-10-26
Status
Westside Investment Management, Inc.
UNCHANGED14,14214,14200%$143.0K$136.5K-$6.5K2026-11-02
Coston, McIsaac & Partners
INCREASED9,0639,038+25+0%$91$87.5K+$87.4K2026-11-06
Vermillion Wealth Management, Inc.
DECREASED7,55273,242-65,690-90%$740.5K$72.9K-$667.6K2026-10-26
Showing 3 of 3 institutions