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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
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

Fmpw Inst Money Cash Equivalents
Vanguard 500 Index A Mutual Funds (VFIAX)
Fed Sh Intrm Ttl Bd Mutual Funds (SRBRX)
Fed Ttl Ret Bd Cl R6 Mutual Funds (FTRLX)
Aggregate Bond Ishr Equities (AGG)
Vanguard Mid-cap Ad Mutual Funds (VIMAX)
Apple Equities (AAPL)
Lilly Eli & Co Equities (LLY)
Vanguard S/t Inv Gr Mutual Funds (VFSUX)
Microsoft Corp Equities (MSFT)
Vanguard Equity Mutual Funds (VEIRX)
Fidelity Contrafund Mutual Funds (FCNTX)
Vanguard Total Bond Mutual Funds (VBTLX)
North Ult-sh Fix Mutual Funds (NUSFX)
Schwab Fdmtl Intl Lc Mutual Funds (SFNNX)

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
Coston, McIsaac & Partners
McMahon Financial Advisors
Westside Investment Management
Tucker Asset Management

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