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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
CUSIP 233203827

DFA US LARGE CAP VALUE I

15 institutions · $15.7M total · 481,171 shares

#ManagerSharesValue% of TotalPeriod
1Cable Hill Partners, LLC262,784$11.7M54.61%2024-03-31
2Wall Street Access Asset Management, LLC42,028$2.4M8.73%2025-12-31
3FERGUSON WELLMAN CAPITAL MANAGEMENT, INC11,396$641.7K2.36%2025-12-31
4RFP Financial Group LLC6,913$286.9K1.43%2023-03-31
5Strategic Investment Solutions, Inc. /IL7,119$286.7K1.47%2023-09-30
6Westside Investment Management, Inc.2,268$129.3K0.47%2025-12-31
7ORG Partners LLC2,713$128.6K0.56%2024-06-30
8Kohmann Bosshard Financial Services, LLC1,724$97.1K0.35%2025-12-31
9Oakworth Capital, Inc.945$53.2K0.19%2025-12-31
10Brooklyn Investment Group512$26.1K0.10%2025-06-30
11ORG Wealth Partners, LLC161$8.1K0.03%2025-03-31
12TUCKER ASSET MANAGEMENT LLC127$6.3K0.02%2024-06-30
13RNC CAPITAL MANAGEMENT LLC135,908$5.8K28.24%2023-09-30
14Coston, McIsaac & Partners4,203$2360.87%2025-12-31
15Motiv8 Investments LLC2,370$1330.49%2025-12-31