Who owns Dfa Us L/c Value?

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Analyze quarterly positions in Dfa Us L/c Value with up to 7 years of data, all consolidated into one spreadsheet

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Top 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
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Williams Jones Wealth Management 10k $608k 100% Mar 2026
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VSM Wealth Advisory 5.8k $208k 100% Mar 2026
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Coston, McIsaac & Partners 4.2k $245k -4% Mar 2026
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Motiv8 Investments 2.4k $133k 100% Dec 2025
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Westside Investment Management 2.3k $133k 0% Mar 2026
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Oakworth Capital 949.00 $55k 0% Mar 2026
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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