DOSSIER · 13F Holders · Q1 2026
DFSTX

DFA SMALL CAP ETF

6 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 233203843·6 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$3M
visible holders
Holders
6
filers reporting
Concentration
55.17%
STALEY CAPITAL ADVISERS INC #1
top holder share
AI Holders Summary · Q1 2026

6 institutions reported DFSTX in Q1 2026. STALEY CAPITAL ADVISERS INC leads at 55.2% of the visible book.

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 2026
02
Coston, McIsaac & Partners
CIK 0001945037
$454K9K0.11%Q4 2025
03
Oakworth Capital, Inc.
CIK 0001588871
$349K6K0.02%Q2 2026
04
Vermillion Wealth Management, Inc.
CIK 0001737012
$324K5K0.08%Q2 2026
05
West Oak Capital, LLC
CIK 0001387399
$64K94K2.54%Q3 2025
06
Westside Investment Management, Inc.
CIK 0001538383
$37K6940.01%Q1 2026