DFA US SM CAP VAL PORT-INST (DFSVX) Institutional Ownership and Insiders Activity
DFA US SM CAP VAL PORT-INST (DFSVX) is widely held by institutional investors, with 7 firms reporting positions valued at approximately $29.92M based on SEC Form 13F filings for the quarter ended June 30, 2026.
Mcilrath & Eck, Llc is the largest disclosed holder, reporting approximately $20.19M in DFSVX holdings in its latest filing.
Institutional ownership remains highly concentrated, with Mcilrath & Eck, Llc representing the majority of disclosed value.
Institutional Holders
7
Total Reported Value
$29.92M
Largest Holder
Mcilrath & Eck, Llc
Largest Position
$20.19M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
1
Funds Exiting Positions
1
Top Institutional Owners
View allInvestorReported Balance
- Mcilrath & Eck, Llc$20.19M
- Kelleher Financial Advisors$5.97M
- First Merchants Corp$3.11M
- Coston, Mcisaac & Partners$510,000
- Westside Investment Management, Inc.$90,741