Dfa US SM Cap Val Port-InstDFSVX
13F holders, Q2 2024 (June 30)6holders +1
2new positions
1sold out
$45.35avg. 13F price*
At the end of Q2 2024, 6 institutions reported holding Dfa US SM Cap Val Port-Inst (DFSVX) in their 13F filings, up 1 from Q1 2024. 2 opened new positions and 1 sold out. The largest holders were Sequent Asset Management, LLC ($9.7M), First Merchants Corp. ($2.9M) and Coston, McIsaac & Partners ($451K).
- 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $3.2M |
| Exits | 1 | $17.2M |
All 13F filers, Q1 2024 → Q2 2024: 72,176 shares bought and 393,323 shares sold, net −321,147 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| Sequent Asset Management, LLC | 4.88% | Add +0.4% | 213,854 | $9.7M |
| First Merchants Corp. | 0.12% | New | 64,144 | $2.9M |
| Coston, McIsaac & Partners | 0.14% | Add +0.3% | 9,948 | $451K |
| Mfa Wealth Advisors, LLC | 0.07% | New | 7,104 | $322K |
| Westside Investment Management, Inc. | 0.02% | No change | 1,493 | $68K |
| Tucker Asset Management LLC | 0.01% | Add +0.4% | 550 | $25K |
"% 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.