DFSVX · Insider trading · 13F holders · Congress trades
Dfa U.s. Small-Cap Value Portfolio Insti (DFSVX)
Who is buying and selling DFSVX: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 3
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
DFSVX at a glance
- No open-market insider purchases or sales of DFSVX were filed in the last 90 days.
- 3 13F filers hold DFSVX among their 50 largest positions, worth $40.1M combined. The biggest bets by portfolio weight are Sequent Asset Management, LLC (5.9%), McIlrath & Eck, LLC (1.5%) and Kelleher Financial Advisors (0.8%). In their latest 13Fs, 0 managers opened a new position and 1 added to one.
- No member of Congress has disclosed a trade in DFSVX.
DFSVX insider trading
No open-market insider purchases or sales of DFSVX were filed in the last 90 days.
Who owns DFSVX? Hedge funds and superinvestors
3 13F filers hold DFSVX among their 50 largest positions, worth $40.1M combined. The biggest bets by portfolio weight are Sequent Asset Management, LLC (5.9%), McIlrath & Eck, LLC (1.5%) and Kelleher Financial Advisors (0.8%). In their latest 13Fs, 0 managers opened a new position and 1 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| McIlrath & Eck, LLCWealth manager | 1.5% | $20.2M | 367,323 | — | Q1 2026 |
| Sequent Asset Management, LLCWealth manager | 5.9% | $13.9M | 229,345 | +4.2% shares | Q2 2026 |
| Kelleher Financial AdvisorsWealth manager | 0.8% | $6.0M | 98,224 | +91.5% shares | Q2 2026 |
Each manager counts with its latest 13F (Q2 2026: 2, Q1 2026: 1). Screen DFSVX in the grand portfolio →
DFSVX stock trades by members of Congress
No member of Congress has disclosed a trade in DFSVX.
DFSVX questions and answers
Are insiders buying DFSVX stock?
No open-market insider purchases or sales of DFSVX were filed in the last 90 days.
Which hedge funds own DFSVX?
3 13F filers hold DFSVX among their 50 largest positions, worth $40.1M combined. The biggest bets by portfolio weight are Sequent Asset Management, LLC (5.9%), McIlrath & Eck, LLC (1.5%) and Kelleher Financial Advisors (0.8%). In their latest 13Fs, 0 managers opened a new position and 1 added to one.
Has Congress traded DFSVX?
No member of Congress has disclosed a trade in DFSVX.
Who is the largest holder of DFSVX?
Among 13F filers, McIlrath & Eck, LLC reports the largest DFSVX position, $20.2M (367,323 shares) in its Q1 2026 13F. The biggest bet by portfolio weight is Sequent Asset Management, LLC's: 5.9% of its portfolio.
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