DOSSIER · 13F Holders · Q1 2026
DFSVX

DFA US SMALL CAP VALUE I

9 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 233203819·9 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$44M
visible holders
Holders
9
filers reporting
Concentration
46.16%
McIlrath & Eck, LLC #1
top holder share
AI Holders Summary · Q1 2026

9 institutions reported DFSVX in Q1 2026. McIlrath & Eck, LLC leads at 46.2% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
McIlrath & Eck, LLC
CIK 0001701714
$20M367K1.50%Q1 2026
02
Sequent Asset Management, LLC
CIK 0001509550
$14M229K5.88%Q2 2026
03
KELLEHER FINANCIAL ADVISORS
CIK 0001507971
$6M98K0.85%Q2 2026
04
FIRST MERCHANTS CORP
CIK 0000712534
$3M51K0.10%Q3 2026
05
Coston, McIsaac & Partners
CIK 0001945037
$430K8K0.10%Q4 2025
06
Westside Investment Management, Inc.
CIK 0001538383
$91K1K0.01%Q2 2026
07
Motiv8 Investments LLC
CIK 0002024873
$70K1K0.04%Q4 2025
08
NBT BANK N A /NY
CIK 0000898413
$43K7140.00%Q2 2026
09
Transce3nd, LLC
CIK 0002023570
$14820.00%Q2 2026