6 institutions reported holding $26.6M of DFA U.S. SMALL-CAP VALUE PORTFOLIO INSTITUTIONAL CLASS (DFSVX) in SEC 13F filings for 2026-03-31. Largest institutional holders: McIlrath & Eck, LLC ($20.2M), FIRST MERCHANTS CORP ($3.1M), KELLEHER FINANCIAL ADVISORS ($2.8M), Coston, McIsaac & Partners ($460,000), Westside Investment Management, Inc. ($82,514). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | McIlrath & Eck, LLC | $20.2M | 367,323 | New |
| 2 | FIRST MERCHANTS CORP | $3.1M | 55,899 | Trimmed |
| 3 | KELLEHER FINANCIAL ADVISORS | $2.8M | 51,292 | Trimmed |
| 4 | Coston, McIsaac & Partners | $460,000 | 8,376 | Added |
| 5 | Westside Investment Management, Inc. | $82,514 | 1,493 | Hold |
| 6 | Transce3nd, LLC | $133 | 2 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31