Latest Period
Q1 2026
Security Snapshot
DFA SMALL CAP VALUE - Mutual Funds Institutional Ownership
CUSIP: 233203819
13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026
Institutions Reporting
6
Shares (Excl. Options)
484,385
Price
$54.97
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- Security type / class
- Equity / Mutual Funds
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 484,385
- Total 13F value
- $26,626,575
- Portfolio coverage rank
- 0%
- Share change
- +362,598
- Value change
- +$19,931,992
- Number of holders
- 6
- SEC-reported price per share
- $54.97
Latest holder snapshot
4 signals
Issuer context
Names, identifiers, and filing context for this profile.
1 identity field
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- 233203819 - DFA SMALL CAP VALUE - Mutual Funds is tracked under CUSIP 233203819.
- 6 institutions reported positions in Q1 2026.
- Schedule 13D/13G significant owner rows are not currently available.
Change
- Holder count moved from 7 to 6 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $17,686,959 to $26,626,575.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 6 institutions filings for Q1 2026.
Security key
233203819
Latest holder period
Q1 2026
13F holders
6
13D/G owners
0
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 233203819:
As of 31 Mar 2026, 6 institutional investors reported holding 484,385 shares of DFA SMALL CAP VALUE - Mutual Funds.
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
49
Latest
Q1 2026
Rows shown
1-25 of 49
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 484,385 | $26,626,575 | +$19,931,992 | $54.97 | 6 |
| 2025 Q4 | 342,496 | $17,686,959 | -$41,116 | $51.64 | 7 |
| 2025 Q3 | 343,299 | $17,223,683 | +$13,675,371 | $50.17 | 6 |
| 2025 Q2 | 70,836 | $3,289,735 | -$9,706,292 | $46.75 | 4 |
| 2025 Q1 | 289,534 | $12,842,765 | +$54,501 | $44.36 | 5 |
| 2024 Q4 | 288,861 | $14,012,415 | -$385,394 | $48.51 | 6 |
| 2024 Q3 | 296,629 | $14,421,841 | -$22,563 | $48.62 | 6 |
| 2024 Q2 | 297,093 | $13,473,140 | -$14,316,344 | $45.35 | 6 |
| 2024 Q1 | 618,240 | $27,763,550 | -$79,269 | $46.99 | 5 |
| 2023 Q4 | 628,970 | $27,777,925 | +$27,138,562 | $44.94 | 7 |
| 2023 Q3 | 11,698 | $469,362 | -$4,928,487 | $40.16 | 3 |
| 2023 Q2 | 133,111 | $5,404,378 | -$586,979 | $40.68 | 4 |
| 2023 Q1 | 148,259 | $5,797,511 | -$7,497,561 | $39.11 | 4 |
| 2022 Q4 | 339,016 | $71,689,187 | +$216,786 | $39.29 | 5 |
| 2022 Q3 | 333,499 | $66,875,000 | +$138,063 | $36.64 | 5 |
| 2022 Q2 | 329,711 | $77,489,000 | -$49,058 | $37.88 | 4 |
| 2022 Q1 | 331,011 | $79,380,000 | -$581,903 | $43.37 | 3 |
| 2021 Q4 | 344,399 | $82,772,000 | +$1,547,849 | $43.50 | 4 |
| 2021 Q3 | 308,802 | $81,577,000 | -$2,747,441 | $44.62 | 3 |
| 2021 Q2 | 369,716 | $83,950,356 | +$2,259,884 | $45.10 | 5 |
| 2021 Q1 | 319,608 | $78,737,000 | +$470,186 | $43.47 | 4 |
| 2020 Q4 | 308,788 | $61,990,000 | -$1,327,949 | $34.43 | 3 |
| 2020 Q3 | 360,258 | $48,706,951 | -$203,304 | $26.30 | 4 |
| 2020 Q2 | 367,988 | $47,495,411 | -$1,424,645 | $25.54 | 4 |
| 2020 Q1 | 423,775 | $40,110,079 | -$131,090 | $20.94 | 4 |