Dfa US SM Cap Val Port-InstDFSVX
13F holders, Q4 2024 (December 31)6holders
0new positions
1sold out
$48.51avg. 13F price*
At the end of Q4 2024, 6 institutions reported holding Dfa US SM Cap Val Port-Inst (DFSVX) in their 13F filings, unchanged from Q3 2024. 0 opened new positions and 1 sold out. The largest holders were Sequent Asset Management, LLC ($10.5M), First Merchants Corp. ($3.0M) 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $347K |
All 13F filers, Q3 2024 → Q4 2024: 814 shares bought and 8,742 shares sold, net −7,928 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% | 215,452 | $10.5M |
| First Merchants Corp. | 0.11% | Reduce -2.6% | 61,192 | $3.0M |
| Coston, McIsaac & Partners | 0.14% | Add +0.3% | 10,010 | $485K |
| Westside Investment Management, Inc. | 0.02% | No change | 1,493 | $72K |
| Tucker Asset Management LLC | 0.01% | Add +0.4% | 554 | $27K |
| Transce3nd, LLC | 0.00% | — | 160 | $8K |
"% 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.