Q2 2025 13F Holders as of 30 Jun 2025
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Type / Class
-
Equity / EQUITY FUNDS
-
Number of holders
-
4
-
Total 13F shares, excl. options
-
116K
-
Shares change
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-17K
-
Total reported value, excl. options
-
$1.83M
-
Value change
-
-$806K
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Number of sells
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-3
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Price
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$48.36
Significant Holders of DFA US SMALL CAP I - EQUITY FUNDS as of Q2 2025
5 filings reported holding 233203843 - DFA US SMALL CAP I - EQUITY FUNDS as of Q2 2025.
DFA US SMALL CAP I - EQUITY FUNDS has 4 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 116K shares
.
Largest 5 shareholders include West Oak Capital, LLC (85.5K shares), STALEY CAPITAL ADVISERS INC (20.9K shares), Coston, McIsaac & Partners (8.65K shares), Westside Investment Management, Inc. (694 shares), and Vermillion Wealth Management, Inc. (0 shares).
This table shows the top 4 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.