Dfa US Small Cap PortfolioDFSTX
13F holders, Q4 2025 (December 31)5holders −3
1new positions
3sold out
$61.85avg. 13F price*
At the end of Q4 2025, 5 institutions reported holding Dfa US Small Cap Portfolio (DFSTX) in their 13F filings, down 3 from Q3 2025. 1 opened new positions and 3 sold out. The largest holders were Staley Capital Advisers Inc. ($1.4M), Coston, McIsaac & Partners ($454K) and Oakworth Capital, Inc. ($293K).
- Company
- Dfa US Small Cap Portfolio
- CUSIP
- 233203843
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $80K |
| Exits | 3 | $526K |
All 13F filers, Q3 2025 → Q4 2025: 6,079 shares bought and 10,211 shares sold, net −4,132 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Staley Capital Advisers Inc. | 0.06% | No change | 20,255 | $1.4M |
| Coston, McIsaac & Partners | 0.11% | Add +0.3% | 8,697 | $454K |
| Oakworth Capital, Inc. | 0.02% | Add +423.3% | 5,604 | $293K |
| Kohmann Bosshard Financial Services, LLC | 0.01% | New | 1,524 | $80K |
| Westside Investment Management, Inc. | 0.01% | No change | 694 | $37K |
"% 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.