DFSVX DFA US SMALL CAP VALUE I
FollowEQUITY FUNDS (common)
7 managers (7 13F filers) reported a position in DFSVX shares at 2025-12-31, 342,496 shares in all. 1 filer opened a position and 0 filers sold out during the quarter.
- Managers
- 7
- 13F filers
- 7
- New
- 1
- Added
- 2
- Reduced
- 2
- Sold out
- 0
- Shares held by filers
- 342,496
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 2025
Filers in the available 13F reports with a share position at 2025-12-31, 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 | 219,361 | $11.3M | 5.03% | +937 | 13F-HRTimeline |
| FIRST MERCHANTS CORP | 60,356 | $3.12M | 0.12% | -592 | 13F-HRTimeline |
| KELLEHER FINANCIAL ADVISORS | 51,591 | $2.66M | 0.61% | -2,849 | 13F-HRTimeline |
| Coston, McIsaac & Partners | 8,345 | $430K | 0.1% | +353 | 13F-HRTimeline |
| Westside Investment Management, Inc. | 1,493 | $77.9K | 0.01% | 0 | 13F-HRTimeline |
| Motiv8 Investments LLC | 1,348 | $70K | 0.04% | new | 13F-HRTimeline |
| Transce3nd, LLC | 2 | $133 | <0.01% | 0 | 13F-HRTimeline |