Who owns Dfa Us L/c Value?
- Ticker: DFLVX
- CUSIP Number: 233203827
Tip: Access positions for across all investors
Analyze quarterly positions in Dfa Us L/c Value with up to 7 years of data, all consolidated into one spreadsheet
Download as csvTop investors of Dfa Us L/c Value stock
Who bought or sold Dfa Us L/c Value this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Wall Street Access Asset Management | 43k | $2.5M | 1% | Mar 2026 |
|
| Williams Jones Wealth Management | 10k | $608k | 100% | Mar 2026 |
|
| VSM Wealth Advisory | 5.8k | $208k | 100% | Mar 2026 |
|
| Coston, McIsaac & Partners | 4.2k | $245k | -4% | Mar 2026 |
|
| Motiv8 Investments | 2.4k | $133k | 100% | Dec 2025 |
|
| Westside Investment Management | 2.3k | $133k | 0% | Mar 2026 |
|
| Oakworth Capital | 949.00 | $55k | 0% | Mar 2026 |
|
Who sold out of Dfa Us L/c Value?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Ferguson Wellman Capital Management | Dec 2025 | 11k | $642k |
| Kohmann Bosshard Financial Services | Dec 2025 | 1.7k | $97k |