Dfa US Small Cap PortfolioDFSTX
13F holders, Q2 2025 (June 30)4holders −1
0new positions
1sold out
$15.84avg. 13F price*
At the end of Q2 2025, 4 institutions reported holding Dfa US Small Cap Portfolio (DFSTX) in their 13F filings, down 1 from Q1 2025. 0 opened new positions and 1 sold out. The largest holders were Staley Capital Advisers Inc. ($1.3M), Coston, McIsaac & Partners ($415K) and West Oak Capital, LLC ($54K).
- Company
- Dfa US Small Cap Portfolio
- CUSIP
- 233203843
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $544K |
All 13F filers, Q1 2025 → Q2 2025: 28,725 shares bought and 17,022 shares sold, net +11,703 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Staley Capital Advisers Inc. | 0.06% | Reduce -7.1% | 20,855 | $1.3M |
| Coston, McIsaac & Partners | 0.11% | Reduce -27.8% | 8,652 | $415K |
| West Oak Capital, LLC | 0.03% | Add +50.6% | 85,460 | $54K |
| 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.