7 institutions reported holding $3.6M of DFA SMALL CAP ETF (DFSTX) in SEC 13F filings for 2026-06-30. Largest institutional holders: STALEY CAPITAL ADVISERS INC ($1.8M), Wealthspire Advisors, LLC ($552,545), Coston, McIsaac & Partners ($543,000), OAKWORTH CAPITAL, INC. ($349,340), Vermillion Wealth Management, Inc. ($324,154). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | STALEY CAPITAL ADVISERS INC | $1.8M | 21,495 | Added |
| 2 | Wealthspire Advisors, LLC | $552,545 | 8,872 | New |
| 3 | Coston, McIsaac & Partners | $543,000 | 8,729 | Added |
| 4 | OAKWORTH CAPITAL, INC. | $349,340 | 5,635 | Added |
| 5 | Vermillion Wealth Management, Inc. | $324,154 | 5,205 | New |
| 6 | Westside Investment Management, Inc. | $43,249 | 694 | Hold |
| 7 | NBT BANK N A /NY | $29,869 | 480 | New |
Source: SEC Form 13F filings · as of 2026-06-30