DFA U.S. LARGE-CAP VALUE PORTFOLIO INSTITUTIONAL CLASS Mutual Fund is a security (CUSIP 233203827) tracked across SEC portfolio filings. 8 institutional managers reported $6.5M on Form 13F as of 2026-06-30.
| Manager | Location | Value | Shares |
|---|---|---|---|
| KELLEHER FINANCIAL ADVISORS | NEW YORK, NY | $5.3M | 81,125 |
| Williams Jones Wealth Management, LLC. | NEW YORK, NY | $678K | 10,424 |
| McIlrath & Eck, LLC | ARLINGTON, WA | $298K | 5,111 |
| Westside Investment Management, Inc. | SANTA MONICA, CA | $148K | 2,268 |
| OAKWORTH CAPITAL, INC. | BIRMINGHAM, AL | $62K | 952 |
| NBT BANK, N.A. | NORWICH, NY | $41K | 631 |
| Coston, McIsaac & Partners | BAR HARBOR, ME | $245 | 4,210 |
| Motiv8 Investments LLC | Port St. Lucie, FL | $133 | 2,370 |