Dfa US Small Cap PortfolioDFSTX
13F holders, Q4 2024 (December 31)4holders −1
0new positions
1sold out
$56.42avg. 13F price*
At the end of Q4 2024, 4 institutions reported holding Dfa US Small Cap Portfolio (DFSTX) in their 13F filings, down 1 from Q3 2024. 0 opened new positions and 1 sold out. The largest holders were Staley Capital Advisers Inc. ($958K), Coston, McIsaac & Partners ($597K) 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $3K |
All 13F filers, Q3 2024 → Q4 2024: 4,725 shares bought and 653 shares sold, net +4,072 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Staley Capital Advisers Inc. | 0.04% | Add +47.3% | 14,725 | $958K |
| Coston, McIsaac & Partners | 0.18% | Reduce -4.6% | 12,217 | $597K |
| Garde Capital, Inc. | 0.01% | No change | 3,969 | $194K |
| Westside Investment Management, Inc. | 0.01% | No change | 694 | $34K |
"% 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.