Who owns DFA US Small Cap I?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of DFSTX from SEC Form 13F filings across 7 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 7 institutions disclosed 51,110 shares of DFA US Small Cap I worth $3.6M — about 0% of shares outstanding; the largest disclosed holder is STALEY CAPITAL ADVISERS INC. Source: SEC Form 13F filings, parsed by EvidInvest.
7
13F holders
$3.6M
value, 2026 filers
0%
of shares outstanding (51,110 sh)
3
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of DFSTX's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | STALEY CAPITAL ADVISERS INC | 21,495 | $1.8M | 0.1% | 0% | +1.1% |
| 2 | Wealthspire Advisors, LLCNEW | 8,872 | $552,545 | 0.0% | 0% | new |
| 3 | Coston, McIsaac & Partners | 8,729 | $543,000 | 0.1% | 0% | +0.1% |
| 4 | OAKWORTH CAPITAL, INC. | 5,635 | $349,340 | 0.0% | 0% | +0.3% |
| 5 | Vermillion Wealth Management, Inc.NEW | 5,205 | $324,154 | 0.1% | 0% | new |
| 6 | Westside Investment Management, Inc. | 694 | $43,249 | 0.0% | 0% | 0.0% |
| 7 | NBT BANK, N.A.NEW | 480 | $29,869 | 0.0% | 0% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation. Research, not investment advice.