Dfa US Small Cap PortfolioDFSTX
13F holders, Q2 2024 (June 30)6holders +1
1new positions
0sold out
$44.96avg. 13F price*
At the end of Q2 2024, 6 institutions reported holding Dfa US Small Cap Portfolio (DFSTX) in their 13F filings, up 1 from Q1 2024. 1 opened new positions and 0 sold out. The largest holders were Coston, McIsaac & Partners ($575K), Garde Capital, Inc. ($179K) and ORG Partners LLC ($102K).
- Company
- Dfa US Small Cap Portfolio
- CUSIP
- 233203843
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $102K |
| Exits | 0 | $0 |
All 13F filers, Q1 2024 → Q2 2024: 2,287 shares bought and 548 shares sold, net +1,739 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| Coston, McIsaac & Partners | 0.18% | Reduce -4.1% | 12,785 | $575K |
| Garde Capital, Inc. | 0.01% | Add +0.0% | 3,969 | $179K |
| ORG Partners LLC | 0.01% | New | 2,286 | $102K |
| Westside Investment Management, Inc. | 0.01% | No change | 694 | $31K |
| Tucker Asset Management LLC | 0.00% | No change | 60 | $3K |
| RFP Financial Group LLC | 0.00% | No change | 8 | $376 |
"% 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.