DFSTX DFA US SMALL CAP I
FollowEQUITY FUNDS (common)
5 managers (5 13F filers) reported a position in DFSTX shares at 2024-09-30, 27,533 shares in all. 1 filer opened a position and 2 filers sold out during the quarter.
- Managers
- 5
- 13F filers
- 5
- New
- 1
- Added
- 1
- Reduced
- 0
- Sold out
- 2
- Shares held by filers
- 27,533
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q3 2024
Filers in the available 13F reports with a share position at 2024-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| STALEY CAPITAL ADVISERS INC | 10,000 | $649K | 0.03% | new | 13F-HRTimeline |
| Coston, McIsaac & Partners | 12,810 | $625K | 0.18% | +25 | 13F-HRTimeline |
| Garde Capital, Inc. | 3,969 | $194K | 0.01% | 0 | 13F-HRTimeline |
| Westside Investment Management, Inc. | 694 | $33.1K | 0.01% | 0 | 13F-HRTimeline |
| TUCKER ASSET MANAGEMENT LLC | 60 | $2.94K | <0.01% | 0 | 13F-HRTimeline |