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Dfa U.s. Small Cap Value Fund shares owned by First Merchants Bank, National Association

Quarter-by-quarter ownership of Dfa U.s. Small Cap Value Fund (DFSVX) shares owned by First Merchants Bank, National Association from 13F filings

Historical chart of First Merchants Bank, National Association investment in Dfa U.s. Small Cap Value Fund

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All positions including Dfa U.s. Small Cap Value Fund held by First Merchants Bank, National Association consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dfa U.s. Small Cap Value Fund by First Merchants Bank, National Association

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.1M 61k 50.17
2025-06-30 $2.8M 61k 46.42
2025-03-31 $2.7M 62k 44.36
2024-12-31 $3.0M 61k 48.51
2024-09-30 $3.1M 63k 48.62
2024-06-30 $2.9M 64k 45.35

More positions owned by First Merchants Bank, National Association

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Fed Ttl Ret Bd Cl R6 Mutual Funds (FTRLX)
Fed Sh Intrm Ttl Bd Mutual Funds (SRBRX)
Vanguard Mid-cap Ad Mutual Funds (VIMAX)
Vanguard Short Term Equities (BSV)
Broadcom Equities (AVGO)
Microsoft Corp Equities (MSFT)
Apple Equities (AAPL)
Alphabet Cl A Equities (GOOGL)
Schwab Fdmtl Intl Lc Mutual Funds (SFNNX)
Fidelity Contrafund Mutual Funds (FCNTX)
Lilly Eli & Co Equities (LLY)
Vanguard Equity Mutual Funds (VEIRX)
Tech Ishares Etf Equities (IYW)

View all positions for First Merchants Bank, National Association

Top funds holding Dfa U.s. Small Cap Value Fund

Sequent Asset Management
First Merchants Bank, National Association
Wall Street Access Asset Management
Coston, McIsaac & Partners
Westside Investment Management
Transce3nd

View all funds holding Dfa U.s. Small Cap Value Fund