Security Details
| Security Name: | DFA US SM CAP VAL PORT-INST |
|---|---|
| Ticker: | DFSVX |
| Security Type: | OTHER |
| Exchange: | US |
| CUSIP: | 233203819 |
Historical Stats
| Period | Total Value | Value Change | Total Holders | Holder Change |
|---|---|---|---|---|
| 2024-06-30 | $0.01B | - | 6 | - |
| 2024-09-30 | $0.01B | +6.8% | 5 | -16.7% |
| 2024-12-31 | $0.01B | -6.5% | 4 | -20.0% |
Current Major Holders for Period: 2024-12-31
| Institution | Value | Shares | % of Portfolio |
|---|---|---|---|
| SEQUENT ASSET MANAGEMENT, LLC | $10.5M | 215K | 5.2% |
| FIRST MERCHANTS CORP | $3.0M | 61K | 0.1% |
| TRANSCE3ND, LLC | $0.0M | 0K | 0.0% |
| TUCKER ASSET MANAGEMENT LLC | $0.0M | 0K | 0.0% |
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