Dfa US SM Cap Val Port-InstDFSVX
13F holders, Q4 2025 (December 31)7holders +1
1new positions
0sold out
$51.64avg. 13F price*
At the end of Q4 2025, 7 institutions reported holding Dfa US SM Cap Val Port-Inst (DFSVX) in their 13F filings, up 1 from Q3 2025. 1 opened new positions and 0 sold out. The largest holders were Sequent Asset Management, LLC ($11.3M), 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $70K |
| Exits | 0 | $0 |
All 13F filers, Q3 2025 → Q4 2025: 2,638 shares bought and 3,441 shares sold, net −803 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 7 holders
| Sequent Asset Management, LLC | 5.03% | Add +0.4% | 219,361 | $11.3M |
| First Merchants Corp. | 0.12% | Reduce -1.0% | 60,356 | $3.1M |
| Kelleher Financial Advisors | 0.62% | Reduce -5.2% | 51,591 | $2.7M |
| Coston, McIsaac & Partners | 0.10% | Add +4.4% | 8,345 | $430K |
| Westside Investment Management, Inc. | 0.01% | No change | 1,493 | $78K |
| Motiv8 Investments LLC | 0.04% | New | 1,348 | $70K |
| Transce3nd, LLC | 0.00% | No change | 2 | $133 |
"% 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.