5 institutions reported holding $2.3M of DFA US SMALL CAP I (DFSTX) in SEC 13F filings for 2026-03-31. Largest institutional holders: STALEY CAPITAL ADVISERS INC ($1.5M), Coston, McIsaac & Partners ($466,000), OAKWORTH CAPITAL, INC. ($300,703), Westside Investment Management, Inc. ($37,492), Kohmann Bosshard Financial Services, LLC ($0). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | STALEY CAPITAL ADVISERS INC | $1.5M | 21,260 | Added |
| 2 | Coston, McIsaac & Partners | $466,000 | 8,718 | Added |
| 3 | OAKWORTH CAPITAL, INC. | $300,703 | 5,619 | Added |
| 4 | Westside Investment Management, Inc. | $37,492 | 694 | Hold |
| 5 | Kohmann Bosshard Financial Services, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31