Dfa US Small Cap PortfolioDFSTX
13F holders, Q1 2024 (March 31)5holders
$46.40avg. 13F price*
At the end of Q1 2024, 5 institutions reported holding Dfa US Small Cap Portfolio (DFSTX) in their 13F filings. The largest holders were Coston, McIsaac & Partners ($619K), Garde Capital, Inc. ($184K) and Westside Investment Management, Inc. ($32K).
- Company
- Dfa US Small Cap Portfolio
- CUSIP
- 233203843
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $386 |
| Exits | 1 | $34K |
Ownership 5 holders
| Coston, McIsaac & Partners | 0.20% | Add +0.2% | 13,333 | $619K |
| Garde Capital, Inc. | 0.01% | Reduce -0.0% | 3,968 | $184K |
| Westside Investment Management, Inc. | 0.01% | No change | 694 | $32K |
| Tucker Asset Management LLC | 0.00% | No change | 60 | $3K |
| RFP Financial Group LLC | 0.00% | New | 8 | $386 |
"% 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.