13FBOX
DFA U.S. Core Equity 1 Portfolio · 13F Institutional Holdings
Options Calculator Rankings
D

DFA U.S. Core Equity 1 Portfolio

DFEOX
Institutions
6
Combined AUM (Q2 2026)
$1.7M
Combined Shares (Q2 2026)
32,270
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+12,618
1 · 1 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-35,664
3 · 1 Exit · ≈
⚖️ Net
-23,046
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$1.7M
Institutions
6
New Buys
1
Adds
0
Reduces
2
Exits
1
Unchanged
3
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Wealthspire Advisors, LLC
<0.01%#4$697,41712,618$00+12,618New Buy
L & S Advisors Inc
0.04%0.08%#1$386,8226,999$340,2106,99900.00%Unchanged
Jackson Wealth Management, LLC
0.03%0.03%#2$323,0006,639$323,0006,63900.00%Unchanged
GREAT LAKES ADVISORS, LLC
<0.01%<0.01%#5$249,9814,523$219,9104,524-1-0.02%Reduce
Coston, McIsaac & Partners
0.02%0.04%#3$76,7131,388$190,0003,913-2,525-64.53%Reduce
Oakworth Capital, Inc.
<0.01%<0.01%#6$5,669103$4,98410300.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow