Dfa US SM Cap Val Port-InstDFSVX
13F holders, Q1 2024 (March 31)5holders
$44.91avg. 13F price*
At the end of Q1 2024, 5 institutions reported holding Dfa US SM Cap Val Port-Inst (DFSVX) in their 13F filings. The largest holders were Cable Hill Partners, LLC ($17.2M), Sequent Asset Management, LLC ($10.0M) and Coston, McIsaac & Partners ($466K).
- Company
- Dfa US SM Cap Val Port-Inst
- CUSIP
- 233203819
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $114K |
Ownership 5 holders
| Cable Hill Partners, LLC | 2.11% | No change | 393,323 | $17.2M |
| Sequent Asset Management, LLC | 5.29% | Add +0.3% | 212,963 | $10.0M |
| Coston, McIsaac & Partners | 0.15% | Add +0.3% | 9,913 | $466K |
| Westside Investment Management, Inc. | 0.02% | No change | 1,493 | $70K |
| Tucker Asset Management LLC | 0.01% | Add +0.4% | 548 | $26K |
"% of holder's portfolio" is DFSVX's weight in each manager's 13F, not the share of Dfa US SM Cap Val Port-Inst the manager owns.