Dfa US Small Cap PortfolioDFSTX
13F holders, Q3 2025 (September 30)8holders +4
4new positions
0sold out
$18.71avg. 13F price*
At the end of Q3 2025, 8 institutions reported holding Dfa US Small Cap Portfolio (DFSTX) in their 13F filings, up 4 from Q2 2025. 4 opened new positions and 0 sold out. The largest holders were Staley Capital Advisers Inc. ($1.4M), Vermillion Wealth Management, Inc. ($488K) and Coston, McIsaac & Partners ($447K).
- Company
- Dfa US Small Cap Portfolio
- CUSIP
- 233203843
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $582K |
| Exits | 0 | $0 |
All 13F filers, Q2 2025 → Q3 2025: 19,400 shares bought and 600 shares sold, net +18,800 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 8 holders
| Staley Capital Advisers Inc. | 0.06% | Reduce -2.9% | 20,255 | $1.4M |
| Vermillion Wealth Management, Inc. | 0.13% | New | 9,465 | $488K |
| Coston, McIsaac & Partners | 0.11% | Add +0.3% | 8,675 | $447K |
| West Oak Capital, LLC | 0.03% | Add +9.5% | 93,555 | $64K |
| Oakworth Capital, Inc. | 0.00% | New | 1,071 | $55K |
| Westside Investment Management, Inc. | 0.01% | No change | 694 | $36K |
| Grey Fox Wealth Advisors, LLC | 0.01% | New | 583 | $30K |
| Luminist Capital LLC | 0.01% | New | 163 | $8K |
"% 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.