DFLVX DFA US LRG CAP VAL PORT-INST
FollowEQUITY FUNDS (fund)
7 managers (7 13F filers) reported a position in DFLVX shares at 2026-03-31, 71,386 shares in all. 3 filers opened a position and 2 filers sold out during the quarter.
- Managers
- 7
- 13F filers
- 7
- New
- 3
- Added
- 2
- Reduced
- 1
- Sold out
- 2
- Shares held by filers
- 71,386
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q1 2026
Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| KELLEHER FINANCIAL ADVISORS | 42,613 | $2.49M | 0.63% | +585 | 13F-HRTimeline |
| Williams Jones Wealth Management, LLC. | 10,424 | $608K | 0.01% | new | 13F-HRTimeline |
| McIlrath & Eck, LLC | 5,111 | $298K | 0.02% | new | 13F-HRTimeline |
| Coston, McIsaac & Partners | 4,210 | $245K | 0.06% | -170 | 13F-HRTimeline |
| VSM Wealth Advisory, LLC | 5,811 | $208K | 0.06% | new | 13F-HRTimeline |
| Westside Investment Management, Inc. | 2,268 | $133K | 0.02% | 0 | 13F-HRTimeline |
| OAKWORTH CAPITAL, INC. | 949 | $55.4K | <0.01% | +4 | 13F-HRTimeline |