DFSVX DFA US SMALL CAP VALUE I
FollowEQUITY FUNDS (common)
6 managers (6 13F filers) reported a position in DFSVX shares at 2024-12-31, 288,861 shares in all. 0 filers opened a position and 1 filer sold out during the quarter.
- Managers
- 6
- 13F filers
- 6
- New
- 0
- Added
- 3
- Reduced
- 1
- Sold out
- 1
- Shares held by filers
- 288,861
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, Q4 2024
Filers in the available 13F reports with a share position at 2024-12-31, 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 | 215,452 | $10.5M | 5.15% | +781 | 13F-HRTimeline |
| FIRST MERCHANTS CORP | 61,192 | $2.97M | 0.11% | -1,611 | 13F-HRTimeline |
| Coston, McIsaac & Partners | 10,010 | $485K | 0.14% | +31 | 13F-HRTimeline |
| Westside Investment Management, Inc. | 1,493 | $72.4K | 0.02% | 0 | 13F-HRTimeline |
| TUCKER ASSET MANAGEMENT LLC | 554 | $26.9K | <0.01% | +2 | 13F-HRTimeline |
| Transce3nd, LLC | 160 | $8.07K | <0.01% | 13F-HRTimeline |