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DFSTX DFA US SMALL CAP I

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EQUITY FUNDS (common)

4 managers (4 13F filers) reported a position in DFSTX shares at 2025-06-30, 115,661 shares in all. 0 filers opened a position and 1 filer sold out during the quarter.

Managers
4
13F filers
4
New
0
Added
1
Reduced
2
Sold out
1
Shares held by filers
115,661

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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.

HolderSharesValue% of portfolioChangeSource
STALEY CAPITAL ADVISERS INC20,855$1.33M0.06%-1,60013F-HRTimeline
Coston, McIsaac & Partners8,652$415K0.11%-3,33013F-HRTimeline
West Oak Capital, LLC85,460$54.4K2.13%+28,72513F-HRTimeline
Westside Investment Management, Inc.694$33.8K0.01%013F-HRTimeline