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DFA US Large Company 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
Shares4,124 from 4,124
Change0 (0%)
Value$211.4K (+$6.1K)
Filed 2026-11-02
Coston, McIsaac & Partners
INCREASED
Shares2,777 from 2,776
Change+1 (+0%)
Value$141.0K (+$140.9K)
Filed 2026-11-06
Oakworth Capital, Inc.
INCREASED
Shares2,142 from 2,136
Change+6 (+0%)
Value$108.8K (+$2.6K)
Filed 2026-10-26
Vermillion Wealth Management, Inc.
DECREASED
Shares1,993 from 62,518
Change-60,525 (-97%)
Value$101.2K (-$3.0M)
Filed 2026-10-26
NBT Bank, N.A.
DECREASED
Shares1,481 from 1,847
Change-366 (-20%)
Value$75.4K (-$16.5K)
Filed 2026-10-21
Diversified Trust Co
CLOSED
Shares0 from 30,182
Change-30,182 (-100%)
Value$0 (-$1.5M)
Filed 2026-11-06
Status
Westside Investment Management, Inc.
UNCHANGED4,1244,12400%$205.3K$211.4K+$6.1K2026-11-02
Coston, McIsaac & Partners
INCREASED2,7772,776+1+0%$138$141.0K+$140.9K2026-11-06
Oakworth Capital, Inc.
INCREASED2,1422,136+6+0%$106.1K$108.8K+$2.6K2026-10-26
Vermillion Wealth Management, Inc.
DECREASED1,99362,518-60,525-97%$3.1M$101.2K-$3.0M2026-10-26
NBT Bank, N.A.
DECREASED1,4811,847-366-20%$91.9K$75.4K-$16.5K2026-10-21
Diversified Trust Co
CLOSED030,182-30,182-100%$1.5M$0-$1.5M2026-11-06
Showing 6 of 6 institutions