13F Insight
DOSSIER · 13F Holders · Q1 2026Mega-capCrowded
DFSTX

DFA SMALL CAP ETF

5 institutions still hold DFA SMALL CAP ETF as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 233203843·5 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 9.5%
vs prior quarter
13F value held
$2M
76.0% inst. owned
of float
Holders
5
+81 QoQ
filers reporting
Activity
+71 / −75
+799 added · −657 reduced
this quarter
Concentration
78.97%
STALEY CAPITAL ADVISERS INC #1
top holder share
AI Holders Summary · Q1 2026

5 institutions reported DFSTX in Q1 2026. STALEY CAPITAL ADVISERS INC leads at 79.0% of the visible book. +81 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
STALEY CAPITAL ADVISERS INC
CIK 0001106565
$2M21K0.06%Q1 202602
Oakworth Capital, Inc.
CIK 0001588871
$300,7036K0.02%Q1 202603
West Oak Capital, LLC
CIK 0001387399
$64,04894K2.54%Q3 202504
Westside Investment Management, Inc.
CIK 0001538383
$37,4926940.01%Q1 202605
Coston, McIsaac & Partners
CIK 0001945037
$4549K0.11%Q4 2025