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DFSTX DFA US SMALL CAP I

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EQUITY FUNDS (common)

8 managers (8 13F filers) reported a position in DFSTX shares at 2025-09-30, 134,461 shares in all. 4 filers opened a position and 0 filers sold out during the quarter.

Managers
8
13F filers
8
New
4
Added
2
Reduced
1
Sold out
0
Shares held by filers
134,461

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 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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.

HolderSharesValue% of portfolioChangeSource
STALEY CAPITAL ADVISERS INC20,255$1.39M0.06%-60013F-HRTimeline
Vermillion Wealth Management, Inc.9,465$488K0.13%new13F-HRTimeline
Coston, McIsaac & Partners8,675$447K0.11%+2313F-HRTimeline
West Oak Capital, LLC93,555$64K2.54%+8,09513F-HRTimeline
OAKWORTH CAPITAL, INC.1,071$55.2K<0.01%new13F-HRTimeline
Westside Investment Management, Inc.694$35.9K0.01%013F-HRTimeline
Grey Fox Wealth Advisors, LLC583$30.1K0.01%new13F-HRTimeline
Luminist Capital LLC163$8.45K0.01%new13F-HRTimeline