Dfa US SM Cap Val Port-InstDFSVX
13F holders, Q3 2024 (September 30)6holders
0new positions
0sold out
$48.62avg. 13F price*
At the end of Q3 2024, 6 institutions reported holding Dfa US SM Cap Val Port-Inst (DFSVX) in their 13F filings, unchanged from Q2 2024. 0 opened new positions and 0 sold out. The largest holders were Sequent Asset Management, LLC ($10.4M), First Merchants Corp. ($3.1M) and Coston, McIsaac & Partners ($485K).
- Company
- Dfa US SM Cap Val Port-Inst
- CUSIP
- 233203819
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q2 2024 → Q3 2024: 877 shares bought and 1,341 shares sold, net −464 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| Sequent Asset Management, LLC | 5.15% | Add +0.4% | 214,671 | $10.4M |
| First Merchants Corp. | 0.12% | Reduce -2.1% | 62,803 | $3.1M |
| Coston, McIsaac & Partners | 0.14% | Add +0.3% | 9,979 | $485K |
| Mfa Wealth Advisors, LLC | 0.08% | Add +0.4% | 7,131 | $347K |
| Westside Investment Management, Inc. | 0.02% | No change | 1,493 | $72K |
| Tucker Asset Management LLC | 0.01% | Add +0.4% | 552 | $27K |
"% 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.