DFSVX — Dfa US Small Cap Value I Institutional Holders · Q2 2026
Who owns Dfa US Small Cap Value I (DFSVX)? 7 institutions reported holding $23.67M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Sequent Asset Management, LLC ($13.9M), Kelleher Financial Advisors ($6.0M), First Merchants Corp ($3.1M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Sequent Asset Management, LLC | $13.9M | 229,345 | Added |
| 2 | KELLEHER FINANCIAL ADVISORS | $6.0M | 98,224 | Added |
| 3 | FIRST MERCHANTS CORP | $3.1M | 51,251 | Trimmed |
| 4 | Coston, McIsaac & Partners | $510,000 | 8,397 | Added |
| 5 | Westside Investment Management, Inc. | $90,741 | 1,493 | Hold |
| 6 | NBT BANK N A /NY | $43,402 | 714 | New |
| 7 | Transce3nd, LLC | $148 | 2 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30