Dfa US Small Cap PortfolioDFSTX
13F holders, Q2 2026 (June 30)7holders +3
3new positions
0sold out
$70.67avg. 13F price*
At the end of Q2 2026, 7 institutions reported holding Dfa US Small Cap Portfolio (DFSTX) in their 13F filings, up 3 from Q1 2026. 3 opened new positions and 0 sold out. The largest holders were Staley Capital Advisers Inc. ($1.8M), Wealthspire Advisors, LLC ($553K) and Coston, McIsaac & Partners ($543K).
- Company
- Dfa US Small Cap Portfolio
- CUSIP
- 233203843
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $907K |
| Exits | 0 | $0 |
All 13F filers, Q1 2026 → Q2 2026: 14,819 shares bought, net +14,819 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 7 holders
| Staley Capital Advisers Inc. | 0.07% | Add +1.1% | 21,495 | $1.8M |
| Wealthspire Advisors, LLC | 0.00% | New | 8,872 | $553K |
| Coston, McIsaac & Partners | 0.11% | Add +0.1% | 8,729 | $543K |
| Oakworth Capital, Inc. | 0.02% | Add +0.3% | 5,635 | $349K |
| Vermillion Wealth Management, Inc. | 0.08% | New | 5,205 | $324K |
| Westside Investment Management, Inc. | 0.01% | No change | 694 | $43K |
| NBT Bank, N.A. | 0.00% | New | 480 | $30K |
"% of holder's portfolio" is DFSTX's weight in each manager's 13F, not the share of Dfa US Small Cap Portfolio the manager owns.