DFSTX
DFA US Small Cap I
1W: -0.8%
1M: -4.0%
3M: -4.6%
YTD: +11.4%
1Y: +13.9%
3Y: +54.5%
5Y: +45.8%
$59.41
+0.58 (+0.99%)
Weekly Expected Move ±1.3%
$57
$58
$59
$60
$60
Institutional Ownership — DFSTX
8
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
4M
Total Invested
3
New Positions
3
Increased
1
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (8 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | STALEY CAPITAL ADVISERS INC | 21,495 | $1M | +235 | +1.1% | 8Q | SEC ↗ |
| 2 | Wealthspire Advisors, LLC NEW | 8,872 | $527K | — | +0.0% | 1Q | SEC ↗ |
| 3 | Coston, McIsaac & Partners | 8,729 | $519K | +11 | +0.1% | 16Q | SEC ↗ |
| 4 | OAKWORTH CAPITAL, INC. | 5,635 | $335K | +16 | +0.3% | 4Q | SEC ↗ |
| 5 | Vermillion Wealth Management, Inc. NEW | 5,205 | $309K | — | +0.0% | 1Q | SEC ↗ |
| 6 | Westside Investment Management, Inc. | 694 | $41K | — | +0.0% | 26Q | SEC ↗ |
| 7 | NBT BANK, N.A. NEW | 480 | $29K | — | +0.0% | 1Q | SEC ↗ |
| 8 | Kohmann Bosshard Financial Services, L | 0 | $0K | -1,524 | -100.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (3)
| Holder | Shares | Value |
|---|---|---|
| Wealthspire Advisors, LLC | 8,872 | $527K |
| Vermillion Wealth Management, Inc. | 5,205 | $309K |
| NBT BANK, N.A. | 480 | $29K |
Sold Out (1)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Kohmann Bosshard Financial Services | 1,524 | $91K |
Biggest Increases (3)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| STALEY CAPITAL ADVISERS INC | +235 | +1.1% | 21,495 |
| OAKWORTH CAPITAL, INC. | +16 | +0.3% | 5,635 |
| Coston, McIsaac & Partners | +11 | +0.1% | 8,729 |
Biggest Decreases (0)
None.