DOSSIER · 13F Holders · Q4 2025
DFFVX

DFA US TARGETED VALUE I

3 institutions still hold DFA US TARGETED VALUE I as of Q4 2025. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 233203595·3 13F holders·last filed Dec 31, 2025
Market cap
13F value held
$88K
visible holders
Holders
3
filers reporting
Concentration
47.89%
Coston, McIsaac & Partners #1
top holder share
AI Holders Summary · Q4 2025

3 institutions reported DFFVX in Q4 2025. Coston, McIsaac & Partners leads at 47.9% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Coston, McIsaac & Partners
CIK 0001945037
$42K1K0.01%Q4 2025
02
Vermillion Wealth Management, Inc.
CIK 0001737012
$31K7060.01%Q2 2026
03
Motiv8 Investments LLC
CIK 0002024873
$15K4110.01%Q4 2025