CUSIP 233203843
DFA US SMALL CAP I
13 institutions · $2.5M total · 145,640 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | STALEY CAPITAL ADVISERS INC | 20,255 | $1.4M | 13.90% | 2025-12-31 |
| 2 | Vermillion Wealth Management, Inc. | 9,465 | $487.8K | 6.49% | 2025-09-30 |
| 3 | OAKWORTH CAPITAL, INC. | 5,604 | $293.0K | 3.84% | 2025-12-31 |
| 4 | ORG Partners LLC | 1,501 | $67.0K | 1.03% | 2024-06-30 |
| 5 | West Oak Capital, LLC | 93,555 | $64.0K | 64.23% | 2025-09-30 |
| 6 | Kohmann Bosshard Financial Services, LLC | 1,086 | $56.8K | 0.74% | 2025-12-31 |
| 7 | Westside Investment Management, Inc. | 694 | $36.7K | 0.47% | 2025-12-31 |
| 8 | Grey Fox Wealth Advisors, LLC | 583 | $30.1K | 0.40% | 2025-09-30 |
| 9 | Luminist Capital LLC | 163 | $8.4K | 0.11% | 2025-09-30 |
| 10 | TUCKER ASSET MANAGEMENT LLC | 60 | $2.9K | 0.04% | 2024-12-31 |
| 11 | Coston, McIsaac & Partners | 8,697 | $454 | 5.97% | 2025-12-31 |
| 12 | RFP Financial Group LLC | 8 | $376 | 0.00% | 2024-06-30 |
| 13 | Garde Capital, Inc. | 3,969 | $194 | 2.72% | 2024-12-31 |