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Dfa U.s. Small Cap Value Fund shares owned by Transce3nd

Quarter-by-quarter ownership of Dfa U.s. Small Cap Value Fund (DFSVX) shares owned by Transce3nd from 13F filings

Historical chart of Transce3nd 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 Transce3nd 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 Transce3nd

Quarter filed Position value Share count Share price at filing
2025-09-30 $17 2 8.50
2025-06-30 $6.8k 144 47.09
2025-03-31 $6.8k 143 47.50
2024-12-31 $8.1k 160 50.44

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State Street Spdr Portfolio S&p 500 Etf Etf (SPLG)
Weitz Core Plus Income Fund Inst'l Class M (WCPBX)
Cibus C (CBUS)
Vanguard Federal Money Mkt Fund Investor Class MM (VMFXX)
Fullerthaler Behavioral Small-mid Core Equity Fd Inst'l Class M (FTSIX)
Vanguard Total Stock Market Vipers Etf (VTI)
St Spdr S&p Wld Xus Etf (SPDW)
Regan Capital Total Return Income Fund Institutional Class M (RCIRX)
Aqr Long-short Equity Fund Class I M (QLEIX)
River Canyon Total Return Bond Fund Inst'l Class M (RCTIX)
Oakmark Oakmark Fund Inst'l Class M (OANMX)
Blackrock Systematic Multi Strategy Fund Inst'l Class M (BIMBX)
Eaton Vance Global Macro Abs Ret Adv Fund Class I M (EGRIX)
J P Morgan Exchange-traded Etf (JEPI)

View all positions for Transce3nd

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