Who owns DFA U.S. Small Cap Value Portfolio?
Institutional ownership of DFSVX from SEC Form 13F filings across 4 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
4
13F holders
$6.1M
value, 2026 filers
0%
of shares outstanding (108,828 sh)
1
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of DFSVX's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | KELLEHER FINANCIAL ADVISORS | 98,224 | $6.0M | 0.8% | 0% | +91.5% |
| 2 | Coston, McIsaac & Partners | 8,397 | $510 | 0.0% | 0% | +0.3% |
| 3 | Westside Investment Management, Inc. | 1,493 | $90,741 | 0.0% | 0% | 0.0% |
| 4 | NBT BANK, N.A.NEW | 714 | $43,402 | 0.0% | 0% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.