Dfa US SM Cap Val Port-InstDFSVX
13F holders, Q3 2025 (September 30)6holders +2
2new positions
0sold out
$50.17avg. 13F price*
At the end of Q3 2025, 6 institutions reported holding Dfa US SM Cap Val Port-Inst (DFSVX) in their 13F filings, up 2 from Q2 2025. 2 opened new positions and 0 sold out. The largest holders were Sequent Asset Management, LLC ($11.0M), First Merchants Corp. ($3.1M) and Kelleher Financial Advisors ($2.7M).
- 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 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $13.7M |
| Exits | 0 | $0 |
All 13F filers, Q2 2025 → Q3 2025: 272,902 shares bought and 439 shares sold, net +272,463 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| Sequent Asset Management, LLC | 5.21% | New | 218,424 | $11.0M |
| First Merchants Corp. | 0.12% | Reduce -0.5% | 60,948 | $3.1M |
| Kelleher Financial Advisors | 0.69% | New | 54,440 | $2.7M |
| Coston, McIsaac & Partners | 0.10% | Add +0.5% | 7,992 | $401K |
| Westside Investment Management, Inc. | 0.01% | No change | 1,493 | $75K |
| Transce3nd, LLC | 0.00% | Reduce -98.6% | 2 | $17 |
"% 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.