Dfa US SM Cap Val Port-InstDFSVX
13F holders, Q2 2025 (June 30)4holders −1
0new positions
1sold out
$46.44avg. 13F price*
At the end of Q2 2025, 4 institutions reported holding Dfa US SM Cap Val Port-Inst (DFSVX) in their 13F filings, down 1 from Q1 2025. 0 opened new positions and 1 sold out. The largest holders were First Merchants Corp. ($2.8M), Coston, McIsaac & Partners ($369K) and Westside Investment Management, Inc. ($71K).
- 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $9.6M |
All 13F filers, Q1 2025 → Q2 2025: 1 shares bought and 218,699 shares sold, net −218,698 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| First Merchants Corp. | 0.11% | Reduce -0.5% | 61,245 | $2.8M |
| Coston, McIsaac & Partners | 0.10% | Reduce -20.8% | 7,954 | $369K |
| Westside Investment Management, Inc. | 0.01% | No change | 1,493 | $71K |
| Transce3nd, LLC | 0.00% | Add +0.7% | 144 | $7K |
"% 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.