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DFLVX

DFLVX — 13F Filings Explorer

Dfa US Lrg Cap Val Port-inst

+$369.1K

Net Activity

Institutions Holding

7

Popularity Rank

#10750

Avg Weight

0.11%

Total Value

$4.0M

Ownership Trend

7 institutions currently hold DFLVX, with 5 net buyers and 3 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

3

Net Buying Institutions

5

Key Holders

Key Holders

Top 5 by Value

KF
Kelleher Financial Advisors
$2.5M
WJ
Williams Jones Wealth Management, LLC.
$608.4K
M&
McIlrath & Eck, LLC
$298.4K
CM
Coston, McIsaac & Partners
$245.0K
VW
VSM Wealth Advisory, LLC
$207.5K

Top 5 by Conviction

KF
Kelleher Financial Advisors
0.63%
CM
Coston, McIsaac & Partners
0.06%
VW
VSM Wealth Advisory, LLC
0.06%
M&
McIlrath & Eck, LLC
0.02%
WI
Westside Investment Management, Inc.
0.02%
View all 7 holding institutions

Across its top 7 institutional holders, DFLVX's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 11/100, avg. turnover score 18/100).

Quarterly Activity

Recent Activity

+$3.7M

Total Buy Value

$983.8K

Total Sell Value

New buy3
Trim1
Add2
Sold out2

5

Net Buyers

3

Net Sellers

Smart Money Convergence

DFLVX does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2026-03-31 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

CUSIP

233203827

FAQ

Who are the top institutional investors holding DFA US LRG CAP VAL PORT-INST (DFLVX)?
Major stakeholders currently include Kelleher Financial Advisors ($2.5M), Williams Jones Wealth Management, LLC. ($608.4K), McIlrath & Eck, LLC ($298.4K). Based on the latest 13F filings, there are a total of 7 tracked investment funds and institutions maintaining positions in DFLVX.
What is the overall institutional sentiment toward DFLVX recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $369.1K, driven by 5 managers accumulating shares while 3 reduced their exposure.
Which institutions have been selling or reducing their DFLVX positions?
In the latest period, 1 funds trimmed their holdings, and 2 managers completely exited their positions. The aggregate reported sell value was $983.8K.
Are there any notable investors adding DFLVX to their portfolios?
Yes, buying activity remains notable. 3 institutions opened new positions in {ticker}, and 2 existing holders added to their shares. The total reported buy value for the quarter amounted to $3.7M.

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