DFA US SM CAP VAL PORT-INST (DFSVX) Institutional Ownership Changes & 13F Activity
DFA US SM CAP VAL PORT-INST (DFSVX). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Mcilrath & Eck, Llc, Kelleher Financial Advisors, First Merchants Corp, Nbt Bank N A, and Coston, Mcisaac & Partners.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Coston, Mcisaac & Partners | Buy | +21 | +0.3% | 8,397 | $510.00K | Q2 2026 | Aug 12, 2026 |
| Kelleher Financial Advisors | Buy | +46,932 | +91.5% | 98,224 | $5.97M | Q2 2026 | Aug 06, 2026 |
| Nbt Bank N A | Buy | +714 | — | 714 | $43.40K | Q2 2026 | Jul 29, 2026 |
| First Merchants Corp | Sell | -4,648 | -8.3% | 51,251 | $3.11M | Q2 2026 | Jul 15, 2026 |
| Mcilrath & Eck, Llc | Sell | -367,323 | -100.0% | 0 | $0.00 | Q2 2026 | May 19, 2026 |
Frequently asked questions about DFSVX activity
Which institutional owners are buying DFSVX?
Institutional owners buying DFSVX include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in DFSVX activity?
"Buy" means an investor increased their reported position in DFSVX compared to the prior reporting period. This reflects growing exposure to DFA US SM CAP VAL PORT-INST (DFSVX) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in DFSVX increasing?
Institutional interest in DFSVX can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.