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Dfa U.s. Small Cap Value Fund shares owned by Sequent Asset Management

Quarter-by-quarter ownership of Dfa U.s. Small Cap Value Fund (DFSVX) shares owned by Sequent Asset Management from 13F filings

Historical chart of Sequent Asset Management investment in Dfa U.s. Small Cap Value Fund

Tip: Access up to 7 years of quarterly data

All positions including Dfa U.s. Small Cap Value Fund held by Sequent Asset Management 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 Sequent Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $10M 215k 48.62
2024-06-30 $9.7M 214k 45.35
2024-03-31 $10M 213k 47.02
2023-12-31 $9.5M 212k 44.94
2022-12-31 $8.0M 204k 39.29
2022-09-30 $7.1M 193k 36.64
2022-06-30 $7.3M 192k 37.78
2022-03-31 $8.3M 192k 43.37
2021-12-31 $8.3M 191k 43.47
2021-09-30 $7.8M 174k 44.62
2021-06-30 $7.8M 173k 45.10
2021-03-31 $7.5M 173k 43.47
2020-12-31 $5.9M 173k 34.43
2020-09-30 $4.5M 170k 26.30
2020-06-30 $4.3M 170k 25.54
2020-03-31 $4.5M 213k 20.94
2019-12-31 $7.3M 213k 34.44
2019-09-30 $6.8M 210k 32.20
2019-06-30 $6.9M 210k 33.01
2019-03-31 $7.0M 209k 33.38
2018-12-31 $6.5M 215k 30.00
2018-09-30 $8.1M 202k 40.17
2018-06-30 $8.0M 202k 39.82
2018-03-31 $7.2M 196k 36.87
2017-12-31 $7.7M 204k 37.92
2017-09-30 $7.6M 197k 38.70
2017-06-30 $7.2M 196k 36.59
2017-03-31 $7.5M 204k 36.87
2016-12-31 $7.2M 191k 37.39
2016-09-30 $6.2M 184k 33.81
2016-06-30 $5.8M 184k 31.33
2016-03-31 $5.7M 183k 31.07
2015-12-31 $5.6M 183k 30.49
2015-09-30 $5.2M 166k 31.42
2015-06-30 $5.9M 165k 35.74
2015-03-31 $5.9M 164k 35.82
2014-12-31 $5.8M 165k 34.97
2014-09-30 $5.4M 158k 34.24
2014-06-30 $5.8M 158k 36.97
2014-03-31 $5.7M 158k 35.84
2013-12-31 $5.6M 159k 35.42
2013-09-30 $5.0M 151k 33.32
2013-06-30 $930k 30k 30.81

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Fidelity Tr 500 Index Ins Prem MF (FXAIX)
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DFA US Small Cap Value MF (DFSVX)
iShares Rus Mid Cap Growth ETF Ui (IWP)
SPDR S&P 500 Growth Ui (SPYG)
Vanguard S&P 500 ETF Ui (VOO)
iShares Rus 2000 Growth ETF Ui (IWO)
iShares Min Vol USA ETF Ui (USMV)
Fidelity Adv Advisor Intl Z MF (FIDZX)
Amazon (AMZN)
SPDR S&P 500 ETF Tr Ui (SPY)
iShares S&P 500 Val ETF Ui (IVE)
Fidelity Quality Fctor ETF Ui (FQAL)
iShares SP Smcp600vl ETF Ui (IJS)

View all positions for Sequent Asset Management

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