DOSSIER · 13F Holders · Q1 2026Inflation hedgeYield

DFSVX

DFA US SMALL CAP VALUE I

8 institutions still hold DFA US SMALL CAP VALUE I as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 233203819·8 13F holders·last filed Mar 31, 2026

Market cap

—

▲ 1.3%

vs prior quarter

13F value held

$37M

74.0% inst. owned

of float

Holders

8

-57 QoQ

filers reporting

Activity

+35 / −21

+774 added · −752 reduced

this quarter

Concentration

53.85%

McIlrath & Eck, LLC #1

top holder share

AI Holders Summary · Q1 2026

8 institutions reported DFSVX in Q1 2026. McIlrath & Eck, LLC leads at 53.9% of the visible book. -57 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter

McIlrath & Eck, LLC

$20M367K1.50%Q1 2026 02

Sequent Asset Management, LLC

$11M219K5.03%Q4 2025 03

FIRST MERCHANTS CORP

$3M56K0.12%Q1 2026 04

KELLEHER FINANCIAL ADVISORS

$3M51K0.71%Q1 2026 05

Westside Investment Management, Inc.

$82,5141K0.01%Q1 2026 06

Coston, McIsaac & Partners

$4308K0.10%Q4 2025 07

Transce3nd, LLC

$13320.00%Q1 2026 08

Motiv8 Investments LLC

$701K0.04%Q4 2025