Dfa US Sm Cap Val Port-inst
$62.80+1.5%
+$3.2M
Net Activity
-44.73% total shares
Institutions Holding
7
Popularity Rank
#10937
Avg Weight
0.99%
Total Value
$23.7M
7 institutions currently hold DFSVX, with 4 net buyers and 1 net sellers this quarter.
Institutional Moves (Q2 2026)
Significantly Increased
Based on recent trading activity
Net Selling Institutions
1
Net Buying Institutions
4
Top 5 by Value
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Across its top 7 institutional holders, DFSVX's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 12/100, avg. turnover score 21/100).
DFSVX ranks #10937 out of 37503 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
DFSVX is a top-conviction position for Sequent Asset Management, LLC — at 5.9% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
Kelleher Financial Advisors has added to its DFSVX position for two straight quarters, increasing it by $3.3M to reach $6.0M today.
DFSVX is up 1.5% today, and institutions have been net buyers of $3.2M this quarter — today's price move and the underlying institutional flow are pointing the same direction.
+$3.5M
Total Buy Value
$282.5K
Total Sell Value
4
Net Buyers
1
Net Sellers
DFSVX
Q2 2026
Top 5 Institutional Movers
+$3.1M
+$1.8M
+$50.0K
+$43.4K
+$41.8K
DFSVX does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
233203819
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,243
Total reported value
$2.2T
3231 13F institutions increased their position this quarter
Institutions Holding
5,991
Total reported value
$3.6T
3034 13F institutions increased their position this quarter
Institutions Holding
6,154
Total reported value
$1.8T
2973 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,232
Total reported value
$346.4B
Held by 4232 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,126
Total reported value
$257.5B
Held by 4126 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,114
Total reported value
$649.2B
Held by 4114 institutions — one of the most-tracked stocks on AlphaSMO
Access DFSVX's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/DFSVXCLI
npx alphasmo stocks get DFSVX