6 institutions reported holding $5.2M of DFA US LARGE COMPANY I (DFUSX) in SEC 13F filings for 2026-06-30. Largest institutional holders: Vermillion Wealth Management, Inc. ($3.1M), Diversified Trust Co ($1.5M), Westside Investment Management, Inc. ($205,252), Coston, McIsaac & Partners ($138,000), OAKWORTH CAPITAL, INC. ($106,117). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Vermillion Wealth Management, Inc. | $3.1M | 62,518 | New |
| 2 | Diversified Trust Co | $1.5M | 30,182 | Hold |
| 3 | Westside Investment Management, Inc. | $205,252 | 4,124 | Hold |
| 4 | Coston, McIsaac & Partners | $138,000 | 2,776 | Added |
| 5 | OAKWORTH CAPITAL, INC. | $106,117 | 2,136 | Trimmed |
| 6 | NBT BANK N A /NY | $91,934 | 1,847 | New |
Source: SEC Form 13F filings · as of 2026-06-30