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DFA US Small Cap Value I

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
First Merchants Corp
DECREASED
Shares51,144 from 51,251
Change-107 (0%)
Value$3.0M (-$102.2K)
Filed 2026-10-15
Coston, McIsaac & Partners
INCREASED
Shares8,411 from 8,397
Change+14 (+0%)
Value$495.4K (+$494.9K)
Filed 2026-11-06
Westside Investment Management, Inc.
UNCHANGED
Shares1,493 from 1,493
Change0 (0%)
Value$89.6K (-$1.2K)
Filed 2026-11-02
NBT Bank, N.A.
DECREASED
Shares605 from 714
Change-109 (-15%)
Value$35.9K (-$7.5K)
Filed 2026-10-21
Transce3nd, LLC
INCREASED
Shares83 from 2
Change+81 (+4050%)
Value$5.0K (+$4.9K)
Filed 2026-10-26
Kelleher Financial Advisors
CLOSED
Shares0 from 98,224
Change-98,224 (-100%)
Value$0 (-$6.0M)
Filed 2026-10-30
Sequent Asset Management, LLC
N/A
Shares— from 229,345
Change-229,345 (-100%)
Value—
Status
First Merchants Corp
DECREASED51,14451,251-1070%$3.1M$3.0M-$102.2K2026-10-15
Coston, McIsaac & Partners
INCREASED8,4118,397+14+0%$510$495.4K+$494.9K2026-11-06
Westside Investment Management, Inc.
UNCHANGED1,4931,49300%$90.7K$89.6K-$1.2K2026-11-02
NBT Bank, N.A.
DECREASED605714-109-15%$43.4K$35.9K-$7.5K2026-10-21
Transce3nd, LLC
INCREASED832+81+4050%$148$5.0K+$4.9K2026-10-26
Kelleher Financial Advisors
CLOSED098,224-98,224-100%$6.0M$0-$6.0M2026-10-30
Sequent Asset Management, LLC
N/A—229,345-229,345-100%$13.9M———
Showing 7 of 7 institutions