DFA U.S. SMALL-CAP VALUE PORTFOLIO INSTITUTIONAL CLASS OPEN END TAXABLE NO LOAD FUND is a security (CUSIP 233203819) tracked across SEC portfolio filings. 9 institutional managers reported $43.3M on Form 13F as of 2026-06-30.
| Manager | Location | Value | Shares |
|---|---|---|---|
| McIlrath & Eck, LLC | ARLINGTON, WA | $20.2M | 367,323 |
| Sequent Asset Management, LLC | HOUSTON, TX | $13.9M | 229,345 |
| KELLEHER FINANCIAL ADVISORS | NEW YORK, NY | $6.0M | 98,224 |
| FIRST MERCHANTS CORP | Muncie, IN | $3.1M | 51,251 |
| Westside Investment Management, Inc. | SANTA MONICA, CA | $91K | 1,493 |
| NBT BANK, N.A. | NORWICH, NY | $43K | 714 |
| Coston, McIsaac & Partners | BAR HARBOR, ME | $460 | 8,376 |
| Transce3nd, LLC | BUDA, TX | $148 | 2 |
| Motiv8 Investments LLC | Port St. Lucie, FL | $70 | 1,348 |