Dfa US Small Cap PortfolioDFSTX
13F holders, Q1 2026 (March 31)4holders −1
0new positions
1sold out
$63.83avg. 13F price*
At the end of Q1 2026, 4 institutions reported holding Dfa US Small Cap Portfolio (DFSTX) in their 13F filings, down 1 from Q4 2025. 0 opened new positions and 1 sold out. The largest holders were Staley Capital Advisers Inc. ($1.5M), Coston, McIsaac & Partners ($466K) and Oakworth Capital, Inc. ($301K).
- Company
- Dfa US Small Cap Portfolio
- CUSIP
- 233203843
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $80K |
All 13F filers, Q4 2025 → Q1 2026: 1,041 shares bought and 1,524 shares sold, net −483 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Staley Capital Advisers Inc. | 0.06% | Add +5.0% | 21,260 | $1.5M |
| Coston, McIsaac & Partners | 0.11% | Add +0.2% | 8,718 | $466K |
| Oakworth Capital, Inc. | 0.02% | Add +0.3% | 5,619 | $301K |
| 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.