# DFA U.S. LARGE-CAP VALUE PORTFOLIO INSTITUTIONAL CLASS Mutual Fund

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.

## Summary

- Issuer: DFA U.S. LARGE-CAP VALUE PORTFOLIO INSTITUTIONAL CLASS
- Class: Mutual Fund
- CUSIP: 233203827
- 13F holders: 8
- 13F value: $6.5M
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [KELLEHER FINANCIAL ADVISORS](https://search.stillhousedata.com/firm/126021) | NEW YORK, NY | $5.3M | 81,125 |
| [Williams Jones Wealth Management, LLC.](https://search.stillhousedata.com/firm/301925) | NEW YORK, NY | $678K | 10,424 |
| [McIlrath & Eck, LLC](https://search.stillhousedata.com/firm/145252) | 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](https://search.stillhousedata.com/firm/194515) | BAR HARBOR, ME | $245 | 4,210 |
| [Motiv8 Investments LLC](https://search.stillhousedata.com/firm/285560) | Port St. Lucie, FL | $133 | 2,370 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/233203827.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.