Dfa US SM Cap Val Port-InstDFSVX
13F holders, Q1 2026 (March 31)7holders
1new positions
0sold out
$54.97avg. 13F price*
At the end of Q1 2026, 7 institutions reported holding Dfa US SM Cap Val Port-Inst (DFSVX) in their 13F filings, unchanged from Q4 2025. 1 opened new positions and 0 sold out. The largest holders were McIlrath & Eck, LLC ($20.2M), Sequent Asset Management, LLC ($12.1M) and First Merchants Corp. ($3.1M).
- 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 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $20.2M |
| Exits | 0 | $0 |
All 13F filers, Q4 2025 → Q1 2026: 368,154 shares bought and 4,756 shares sold, net +363,398 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 7 holders
| McIlrath & Eck, LLC | 1.52% | New | 367,323 | $20.2M |
| Sequent Asset Management, LLC | 5.79% | Add +0.4% | 220,161 | $12.1M |
| First Merchants Corp. | 0.12% | Reduce -7.4% | 55,899 | $3.1M |
| Kelleher Financial Advisors | 0.72% | Reduce -0.6% | 51,292 | $2.8M |
| Coston, McIsaac & Partners | 0.10% | Add +0.4% | 8,376 | $460K |
| Westside Investment Management, Inc. | 0.01% | No change | 1,493 | $83K |
| 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.