DFSVX DFA US SMALL CAP VALUE I
FollowEQUITY FUNDS (common)
6 managers (6 13F filers) reported a position in DFSVX shares at 2024-09-30, 296,629 shares in all. 0 filers opened a position and 0 filers sold out during the quarter.
- Managers
- 6
- 13F filers
- 6
- New
- 0
- Added
- 4
- Reduced
- 1
- Sold out
- 0
- Shares held by filers
- 296,629
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, Q3 2024
Filers in the available 13F reports with a share position at 2024-09-30, 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 | 214,671 | $10.4M | 5.15% | +817 | 13F-HRTimeline |
| FIRST MERCHANTS CORP | 62,803 | $3.05M | 0.12% | -1,341 | 13F-HRTimeline |
| Coston, McIsaac & Partners | 9,979 | $485K | 0.14% | +31 | 13F-HRTimeline |
| MFA WEALTH ADVISORS, LLC | 7,131 | $347K | 0.08% | +27 | 13F-HRTimeline |
| Westside Investment Management, Inc. | 1,493 | $72.3K | 0.02% | 0 | 13F-HRTimeline |
| TUCKER ASSET MANAGEMENT LLC | 552 | $26.8K | 0.01% | +2 | 13F-HRTimeline |