DFSVX DFA US SMALL CAP VALUE I
FollowEQUITY FUNDS (common)
7 managers (7 13F filers) reported a position in DFSVX shares at 2026-06-30, 389,426 shares in all. 1 filer opened a position and 0 filers sold out during the quarter.
- Managers
- 7
- 13F filers
- 7
- New
- 1
- Added
- 3
- Reduced
- 1
- Sold out
- 0
- Shares held by filers
- 389,426
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q2 2026
Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Sequent Asset Management, LLC | 229,345 | $13.9M | 5.88% | +9,184 | 13F-HRTimeline |
| KELLEHER FINANCIAL ADVISORS | 98,224 | $5.97M | 0.85% | +46,932 | 13F-HRTimeline |
| FIRST MERCHANTS CORP | 51,251 | $3.11M | 0.11% | -4,648 | 13F-HRTimeline |
| Coston, McIsaac & Partners | 8,397 | $510K | 0.1% | +21 | 13F-HRTimeline |
| Westside Investment Management, Inc. | 1,493 | $90.7K | 0.01% | 0 | 13F-HRTimeline |
| NBT BANK, N.A.in group NBT BANK, N.A. | 714 | $43.4K | <0.01% | new | 13F-HRTimelineGroup |
| Transce3nd, LLC | 2 | $148 | <0.01% | 0 | 13F-HRTimeline |