DFSTX DFA US SMALL CAP I
FollowEQUITY FUNDS (common)
5 managers (5 13F filers) reported a position in DFSTX shares at 2025-03-31, 103,958 shares in all. 2 filers opened a position and 1 filer sold out during the quarter.
- Managers
- 5
- 13F filers
- 5
- New
- 2
- Added
- 1
- Reduced
- 1
- Sold out
- 1
- Shares held by filers
- 103,958
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, Q1 2025
Filers in the available 13F reports with a share position at 2025-03-31, 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 | 22,455 | $1.34M | 0.06% | +7,730 | 13F-HRTimeline |
| Vermillion Wealth Management, Inc. | 12,092 | $544K | 0.16% | new | 13F-HRTimeline |
| Coston, McIsaac & Partners | 11,982 | $538K | 0.16% | -235 | 13F-HRTimeline |
| West Oak Capital, LLC | 56,735 | $33.9K | 1.31% | new | 13F-HRTimeline |
| Westside Investment Management, Inc. | 694 | $31.4K | 0.01% | 0 | 13F-HRTimeline |