Funds holding DFA US Small Cap Value Portfol
3 funds declare a position · 0 ETFs and 3 other funds · 1.3B $ · US2332038197
Each line carries its report date.
| Fund | Shares | Value | Weight | |
|---|---|---|---|---|
| Free Market U.S. Equity Fund RBB Fund, Inc. | 23,270,835 | 1.3B $ | 25.27 % | as of Feb 28, 2026 · Original filing |
| Matson Money U.S. Equity VI Portfolio RBB Fund, Inc. | 53,274 | 3M $ | 9.97 % | as of Feb 28, 2026 · Original filing |
| SOUND MIND INVESTING Valued Advisers Trust | 38 | 2.3K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
Institutional managers
6 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| McIlrath & Eck, LLC | 367,323 | 20.2M $ | as of Mar 31, 2026 |
| FIRST MERCHANTS CORP | 55,899 | 3.1M $ | as of Mar 31, 2026 |
| KELLEHER FINANCIAL ADVISORS | 51,292 | 2.8M $ | as of Mar 31, 2026 |
| Westside Investment Management, Inc. | 1,493 | 82.5K $ | as of Mar 31, 2026 |
| Coston, McIsaac & Partners | 8,376 | 460 $ | as of Mar 31, 2026 |
| Transce3nd, LLC | 2 | 133 $ | as of Mar 31, 2026 |