Dfa US Small Cap PortfolioDFSTX
13F holders, Q3 2024 (September 30)5holders −1
1new positions
2sold out
$54.61avg. 13F price*
At the end of Q3 2024, 5 institutions reported holding Dfa US Small Cap Portfolio (DFSTX) in their 13F filings, down 1 from Q2 2024. 1 opened new positions and 2 sold out. The largest holders were Staley Capital Advisers Inc. ($649K), Coston, McIsaac & Partners ($625K) and Garde Capital, Inc. ($194K).
- Company
- Dfa US Small Cap Portfolio
- CUSIP
- 233203843
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $649K |
| Exits | 2 | $102K |
All 13F filers, Q2 2024 → Q3 2024: 10,025 shares bought and 2,294 shares sold, net +7,731 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Staley Capital Advisers Inc. | 0.03% | New | 10,000 | $649K |
| Coston, McIsaac & Partners | 0.18% | Add +0.2% | 12,810 | $625K |
| Garde Capital, Inc. | 0.01% | No change | 3,969 | $194K |
| Westside Investment Management, Inc. | 0.01% | No change | 694 | $33K |
| Tucker Asset Management LLC | 0.00% | No change | 60 | $3K |
"% 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.