Dfa US Targeted ValueDFFVX

13F holders, Q1 2025 (March 31)
3holders +2
2new positions
0sold out
$31.52avg. 13F price*

At the end of Q1 2025, 3 institutions reported holding Dfa US Targeted Value (DFFVX) in their 13F filings, up 2 from Q4 2024. 2 opened new positions and 0 sold out. The largest holders were Coston, McIsaac & Partners ($35K), Vermillion Wealth Management, Inc. ($34K) and Hurley Capital, LLC ($11K).

Company
Dfa US Targeted Value
CUSIP
233203595
Latest filing quarter
Q2 2026

History

Number of 13F holders

0123 Q1 2024: 1Q1 2024Q2 2024: 1Q2 2024Q3 2024: 1Q3 2024Q4 2024: 1Q4 2024Q1 2025: 3Q1 2025Q2 2025: 1Q2 2025Q3 2025: 2Q3 2025Q4 2025: 2Q4 2025Q1 2026: 1Q1 2026Q2 2026: 2Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions2$45K
Exits0$0

All 13F filers, Q4 2024 → Q1 2025: 1,418 shares bought, net +1,418 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3 holders

Coston, McIsaac & Partners 0.01% Add +0.5% 1,122 $35K
Vermillion Wealth Management, Inc. 0.01% New 1,064 $34K
Hurley Capital, LLC 0.01% New 349 $11K

"% of holder's portfolio" is DFFVX's weight in each manager's 13F, not the share of Dfa US Targeted Value the manager owns.