Stock Analysis
Data Source: SEC EDGAR 13F
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DFA U.S. SMALL-CAP VALUE PORTFOLIO INSTITUTIONAL CLASS (DFSVX)

6 + Investors. Track Smart Money conviction in DFSVX. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -1
Streak
1Q ▼
Buyers last Q
33%

Smart Money Signals — DFSVX

Based on 6 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their DFSVX positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 86% of 3.0Y peak

86% of all-time peak
6 funds currently hold this stock — 86% of the 3.0-year high of 7 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +20% more funds vs a year ago

fund count last 6Q
+1 new funds entered over the past year (+20% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🔴

Heavy selling pressure — only 33% buying

2 buying4 selling
Last quarter: 4 funds sold vs only 2 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~1 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 0 → 2 → 1 → 1. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 33% long-term, 33% new

33% conviction (2yr+) 33% medium 33% new
Of the 6 current holders: 2 (33%) held >2 years, 2 held 1–2 years, and 2 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
➡️

Steady discovery — ~1 new funds/quarter

0 → 0 → 2 → 1 → 1 new funds/Q
New funds entering each quarter: 0 → 2 → 1 → 1. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 33% veterans, 33% new entrants

33% veterans 33% 1-2yr 33% new
Of 6 current holders: 2 (33%) held 2+ years, 2 held 1–2 years, 2 (33%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 0% AUM from top-100

0% from top-100 AUM funds
0 of 6 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.6
out of 10
Moderate Exit Risk
Exit risk score 4.6/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — DFSVX

In 2026 Q1, 2 hedge funds were net buyers of DFSVX (1 opened a new position, 1 added to an existing one), while 4 reduced or exited (2 trimmed, 2 sold completely) — a 33% buyer ratio, indicating net institutional distribution. Net fund flow last quarter: -1 funds (more exits than new entries). Total institutional holders: 6.

Hedge Fund Ownership: DFSVX

How many hedge funds hold DFSVX — quarterly history vs. share price
Quarterly hedge fund ownership of DFSVX vs. share price

Market Analysis: DFSVX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DFSVX

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy DFA U.S. SMALL-CAP VALUE PORTFOLIO INSTITUTIONAL CLASS (DFSVX) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much DFSVX has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 53d ago
DFSVX
+7.1%
SPY
+14.7%

DFSVX outperformed SPY by -7.6% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 8d ago
DFSVX
+2.7%
SPY
+0.9%

Since the filing became public, DFSVX outperformed SPY by +1.8% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

0 top-rated funds 0 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: DFSVX
6 + Investors

Track Smart Money conviction in DFSVX. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 6 7 -14.29%
13F Shares 484K 342K 41.43%
Total Value $27M $18M 50.54%
New Positions 1 1 -
Increased Positions 1 2 -1
Closed Positions 2 0 +2
Reduced Positions 2 2 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DFSVX

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Institutional Holders (2026 Q1)

6 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in DFSVX. Verified SEC 13F-HR filings.

QUARTER:
Top 6 institutional holders of DFSVX — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 McIlrath & Eck, LLC 1.50% 367,323 $20.2M
2 KELLEHER FINANCIAL ADVISORS 0.71% 51,292 $2.8M
3 FIRST MERCHANTS CORP 0.12% 55,899 $3.1M
4 Coston, McIsaac & Partners 0.10% 8,376 $460K
5 Westside Investment Management, Inc. 0.01% 1,493 $83K
6 Transce3nd, LLC 0.00% 2
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — DFA U.S. SMALL-CAP VALUE PORTFOLIO INSTITUTIONAL CLASS (DFSVX)

What does the Smart Money Trend signal show for DFSVX?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their DFSVX positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for DFSVX?

Heavy selling pressure — only 33% buying: Last quarter: 4 funds sold vs only 2 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for DFSVX holders?

Smaller funds dominant — 0% AUM from top-100: 0 of 6 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held DFSVX?

Mixed — 33% long-term, 33% new: Of the 6 current holders: 2 (33%) held >2 years, 2 held 1–2 years, and 2 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Is it too late to buy DFA U.S. SMALL-CAP VALUE PORTFOLIO INSTITUTIONAL CLASS (DFSVX) following the 2026 Q1 hedge fund 13F filings?

As of today, DFSVX has moved +2.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.9% for the SPY sector ETF — an outperformance of +1.8%. Since the quarter end (March 31, 2026), DFSVX has gained +7.1% vs +14.7% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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