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DFA US Small Cap Portfolio (DFSTX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Staley Capital Advisers Inc
INCREASED
Shares22,795 from 21,495
Change+1,300 (+6%)
Value$1.8M (-$5.1K)
Filed 2026-11-06
Coston, McIsaac & Partners
INCREASED
Shares8,738 from 8,729
Change+9 (+0%)
Value$509.9K (-$33.1K)
Filed 2026-11-06
Oakworth Capital, Inc.
INCREASED
Shares5,646 from 5,635
Change+11 (+0%)
Value$329.5K (-$19.9K)
Filed 2026-10-26
Westside Investment Management, Inc.
UNCHANGED
Shares694 from 694
Change0 (0%)
Value$41.3K (-$2.0K)
Filed 2026-11-02
NBT Bank, N.A.
DECREASED
Shares429 from 480
Change-51 (-11%)
Value$25.2K (-$4.7K)
Filed 2026-10-21
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 5,205
Change-5,205 (-100%)
Value$0 (-$324.2K)
Filed 2026-10-26
Wealthspire Advisors, LLC
N/A
Shares— from 8,872
Change-8,872 (-100%)
Value—
Status
Staley Capital Advisers Inc
INCREASED22,79521,495+1,300+6%$1.8M$1.8M-$5.1K2026-11-06
Coston, McIsaac & Partners
INCREASED8,7388,729+9+0%$543.0K$509.9K-$33.1K2026-11-06
Oakworth Capital, Inc.
INCREASED5,6465,635+11+0%$349.3K$329.5K-$19.9K2026-10-26
Westside Investment Management, Inc.
UNCHANGED69469400%$43.2K$41.3K-$2.0K2026-11-02
NBT Bank, N.A.
DECREASED429480-51-11%$29.9K$25.2K-$4.7K2026-10-21
Vermillion Wealth Management, Inc.
CLOSED05,205-5,205-100%$324.2K$0-$324.2K2026-10-26
Wealthspire Advisors, LLC
N/A—8,872-8,872-100%$552.5K———
Showing 7 of 7 institutions