# DFA U.S. SMALL-CAP VALUE PORTFOLIO INSTITUTIONAL CLASS OPEN END TAXABLE NO LOAD FUND

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.

## Summary

- Issuer: DFA U.S. SMALL-CAP VALUE PORTFOLIO INSTITUTIONAL CLASS
- Class: OPEN END TAXABLE NO LOAD FUND
- CUSIP: 233203819
- 13F holders: 9
- 13F value: $43.3M
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [McIlrath & Eck, LLC](https://search.stillhousedata.com/firm/145252) | ARLINGTON, WA | $20.2M | 367,323 |
| Sequent Asset Management, LLC | HOUSTON, TX | $13.9M | 229,345 |
| [KELLEHER FINANCIAL ADVISORS](https://search.stillhousedata.com/firm/126021) | 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](https://search.stillhousedata.com/firm/194515) | BAR HARBOR, ME | $460 | 8,376 |
| Transce3nd, LLC | BUDA, TX | $148 | 2 |
| [Motiv8 Investments LLC](https://search.stillhousedata.com/firm/285560) | Port St. Lucie, FL | $70 | 1,348 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/233203819.md)
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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.