DOSSIER · 13F Holders · Q2 2026
DFSTX

DFA SMALL CAP ETF

7 institutions still hold DFA SMALL CAP ETF as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 233203843·7 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$3M
visible holders
Holders
7
filers reporting
Concentration
54.69%
STALEY CAPITAL ADVISERS INC #1
top holder share
AI Holders Summary · Q2 2026

7 institutions reported DFSTX in Q2 2026. STALEY CAPITAL ADVISERS INC leads at 54.7% 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
$2M21K0.07%Q2 2026
02
Wealthspire Advisors, LLC
CIK 0001646247
$553K9K0.00%Q2 2026
03
Coston, McIsaac & Partners
CIK 0001945037
$454K9K0.11%Q4 2025
04
Oakworth Capital, Inc.
CIK 0001588871
$329K6K0.02%Q3 2026
05
West Oak Capital, LLC
CIK 0001387399
$64K94K2.54%Q3 2025
06
Westside Investment Management, Inc.
CIK 0001538383
$41K6940.01%Q3 2026
07
NBT BANK N A /NY
CIK 0000898413
$25K4290.00%Q3 2026