As of the latest SEC filings, DFA US SMALL CAP VALUE PORTFOL (DFSVX) is held by 3 institutional funds. The largest fund shareholder is Free Market U.S. Equity Fund (FMUEX), holding an estimated $1,328,299,281.51 in market value, representing 25.27% of its portfolio.
Funds holding DFA US SMALL CAP VALUE PORTFOL (DFSVX)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- DFSVX
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
FMUEX
Free Market U.S. Equity Fund
|
MF | Independent / Boutique | 25.27% | $1,328,299,281.51 | 23,270,835 | Feb 28, 2026 | Apr 28, 2026 |
|
FMVUX
Matson Money U.S. Equity VI Portfolio
|
MF | Independent / Boutique | 9.97% | $3,040,881.50 | 53,274 | Feb 28, 2026 | Apr 28, 2026 |
|
SMIFX
SOUND MIND INVESTING
|
MF | Independent / Boutique | 0.00% | $2,268.99 | 38 | Apr 30, 2026 | Jun 29, 2026 |
Advertisement (320x50)