3 institutions reported holding $974,460 of DFA INVESTMENT GRADE I (DFAPX) in SEC 13F filings for 2026-06-30. Largest institutional holders: Vermillion Wealth Management, Inc. ($740,480), Westside Investment Management, Inc. ($142,980), Coston, McIsaac & Partners ($91,000). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Vermillion Wealth Management, Inc. | $740,480 | 73,242 | New |
| 2 | Westside Investment Management, Inc. | $142,980 | 14,142 | Hold |
| 3 | Coston, McIsaac & Partners | $91,000 | 9,038 | Added |
Source: SEC Form 13F filings · as of 2026-06-30