Dfa US Small Cap PortfolioDFSTX
13F holders, Q1 2025 (March 31)5holders +1
2new positions
1sold out
$23.94avg. 13F price*
At the end of Q1 2025, 5 institutions reported holding Dfa US Small Cap Portfolio (DFSTX) in their 13F filings, up 1 from Q4 2024. 2 opened new positions and 1 sold out. The largest holders were Staley Capital Advisers Inc. ($1.3M), Vermillion Wealth Management, Inc. ($544K) and Coston, McIsaac & Partners ($538K).
- Company
- Dfa US Small Cap Portfolio
- CUSIP
- 233203843
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $578K |
| Exits | 1 | $194K |
All 13F filers, Q4 2024 → Q1 2025: 76,557 shares bought and 4,204 shares sold, net +72,353 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Staley Capital Advisers Inc. | 0.06% | Add +52.5% | 22,455 | $1.3M |
| Vermillion Wealth Management, Inc. | 0.16% | New | 12,092 | $544K |
| Coston, McIsaac & Partners | 0.16% | Reduce -1.9% | 11,982 | $538K |
| West Oak Capital, LLC | 0.02% | New | 56,735 | $34K |
| Westside Investment Management, Inc. | 0.01% | No change | 694 | $31K |
"% 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.