DFA US Small Cap I (DFSTX): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
No concentrated manager holds it.
Quarter flow (concentrated managers)
Concentrated managers holding it
None in the latest quarter.
Largest holders of DFSTX (all 13F filers)
- Staley Capital Advisers21 KType not verified+235
- Wealthspire Advisors8,872Type not verified+8,872
- Coston, McIsaac & Partners8,729Type not verified+11
- Oakworth Capital5,635Type not verified+16
- Vermillion Wealth Management5,205Wealth adviser+5,205
- Westside Investment Management694Type not verified0
- NBT Bank, N.a480Bank or trading desk+480
- Shares
- 21 K
- Change
- +235
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- Type
- Type not verified
- Value
- $1.8M
- Shares
- 8,872
- Change
- +8,872
See more
- Type
- Type not verified
- Value
- $553K
- Coston, McIsaac & Partners
- Shares
- 8,729
- Change
- +11
See more
- Type
- Type not verified
- Value
- $543K
- Shares
- 5,635
- Change
- +16
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- Type
- Type not verified
- Value
- $349K
- Vermillion Wealth Management
- Shares
- 5,205
- Change
- +5,205
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- Type
- Wealth adviser
- Value
- $324K
- Westside Investment Management
- Shares
- 694
- Change
- 0
See more
- Type
- Type not verified
- Value
- $43.2K
- Shares
- 480
- Change
- +480
See more
- Type
- Bank or trading desk
- Value
- $29.9K
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
Insiders (Form 4)
Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.
Each of the company's Form 4 filings, on EDGAR ↗Latest trades, with date and filing →
Above 5% (13D/13G)
This list may be incomplete: we hold 13D and 13G filings made since December 2024. A holder above 5% that has not filed anything since then is not shown here.
No recent filings.
This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗