Q3 2025 13F Holders as of 30 Sep 2025
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Type / Class
-
Equity / EQUITY FUNDS
-
Number of holders
-
8
-
Total 13F shares, excl. options
-
134,461
-
Shares change
-
+10,705
-
Total reported value, excl. options
-
$2,515,119
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Value change
-
+$541,649
-
Number of buys
-
5
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Number of sells
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-1
-
Price
-
$51.55
Significant Holders of DFA US SMALL CAP I - EQUITY FUNDS as of Q3 2025
8 filings reported holding 233203843 - DFA US SMALL CAP I - EQUITY FUNDS as of Q3 2025.
DFA US SMALL CAP I - EQUITY FUNDS has 8 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 134,461 shares
.
Largest 8 shareholders include West Oak Capital, LLC (93,555 shares), STALEY CAPITAL ADVISERS INC (20,255 shares), Vermillion Wealth Management, Inc. (9,465 shares), Coston, McIsaac & Partners (8,675 shares), OAKWORTH CAPITAL, INC. (1,071 shares), Westside Investment Management, Inc. (694 shares), Grey Fox Wealth Advisors, LLC (583 shares), and Luminist Capital LLC (163 shares).
This table shows the top 8 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.