DFSVX institutional holders
DFA US SMALL CAP VALUE I · 13F, 2026Q2
| Managers holding | 7 |
|---|---|
| Shares held | 389,426 |
| Reported value | $23.7m |
| Quarter flows | 1 new, 3 added, 1 trimmed, 1 exited |
Top 7 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| Sequent Asset Management, LLC | 229,345 | $13.9m | 5.9% |
| KELLEHER FINANCIAL ADVISORS | 98,224 | $6.0m | 0.8% |
| FIRST MERCHANTS CORP | 51,251 | $3.1m | 0.1% |
| Coston, McIsaac & Partners | 8,397 | $510,000 | 0.1% |
| Westside Investment Management, Inc. | 1,493 | $90,741 | 0.0% |
| NBT BANK, N.A. | 714 | $43,402 | 0.0% |
| Transce3nd, LLC | 2 | $148 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("DFSVX"). DFSVX price history · All 13F data