Dfa US SM Cap Val Port-InstDFSVX
13F holders, Q1 2025 (March 31)5holders −1
0new positions
1sold out
$44.36avg. 13F price*
At the end of Q1 2025, 5 institutions reported holding Dfa US SM Cap Val Port-Inst (DFSVX) in their 13F filings, down 1 from Q4 2024. 0 opened new positions and 1 sold out. The largest holders were Sequent Asset Management, LLC ($9.6M), First Merchants Corp. ($2.7M) and Coston, McIsaac & Partners ($445K).
- Company
- Dfa US SM Cap Val Port-Inst
- CUSIP
- 233203819
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $27K |
All 13F filers, Q4 2024 → Q1 2025: 1,244 shares bought and 571 shares sold, net +673 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Sequent Asset Management, LLC | 5.34% | Add +0.4% | 216,306 | $9.6M |
| First Merchants Corp. | 0.11% | Add +0.6% | 61,549 | $2.7M |
| Coston, McIsaac & Partners | 0.13% | Add +0.3% | 10,043 | $445K |
| Westside Investment Management, Inc. | 0.01% | No change | 1,493 | $66K |
| Transce3nd, LLC | 0.00% | Reduce -10.6% | 143 | $6K |
"% 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.