DFA US Large Company Portfolio 13F Institutional Holdings

Institutions

Combined AUM (Q2 2026)

$5.2M

Combined Shares (Q2 2026)

103,583

Overall Trend

Increase

All institutions combined

Basis: holder count and combined value / shares merge all share classes of the same company (e.g. Class A / C); each institution is counted once, and value & shares are the sum across classes.

📥 Inflow (Q1 2026→Q2 2026)

+64,366

3 institutions added · 2 new buys

Est. buy amount ≈ —

📤 Outflow (Q1 2026→Q2 2026)

-581

1 institutions reduced · 0 exits

Est. sell amount ≈ —

⚖️ Net Share Change

+63,785

—

Net Buy

💰 Est. Net Value

≈ —

—

est. price —

	Portfolio %	Prev Q %	Rank	Q2 2026 Value	Q2 2026 Shares	Prev Q Value	Prev Q Shares	Shares Change	Action
Vermillion Wealth Management, Inc.	0.73%	—	#1	$3.1M	62,518	$0	0	+62,518	New Buy
Diversified Trust Co	0.02%	0.02%	#4	$1.5M	30,182	$1.3M	30,182	00.00%	Unchanged
Westside Investment Management, Inc.	0.03%	0.03%	#3	$205,252	4,124	$180,137	4,124	00.00%	Unchanged
Coston, McIsaac & Partners	0.03%	0.03%	#2	$138,162	2,776	$120,000	2,775	+1+0.04%	Add
Oakworth Capital, Inc.	0.01%	0.01%	#6	$106,117	2,136	$117,682	2,717	-581-21.38%	Reduce
NBT BANK, N.A.	0.01%	—	#5	$91,934	1,847	$0	0	+1,847	New Buy

DFA US Large Company Portfolio

🧭 Institutional Sector Flow Heatmap