Funds holding DFA US Small Cap Portfolio
5 funds declare a position · 0 ETFs and 5 other funds · 889.6M $ · US2332038437
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | Free Market U.S. Equity Fund RBB Fund, Inc. | 13,766,426 | 778.5M $ | 14.81 % | as of Feb 28, 2026 · Original filing |
| 2 | Global Small Company Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 1,585,818 | 92.5M $ | 61.66 % | as of Apr 30, 2026 · Original filing |
| 3 | Symmetry Panoramic US Equity Fund Symmetry Panoramic Trust | 139,875 | 7.9M $ | 1.88 % | as of Feb 28, 2026 · Original filing |
| 4 | Symmetry Panoramic Global Equity Fund Symmetry Panoramic Trust | 108,925 | 6.2M $ | 1.53 % | as of Feb 28, 2026 · Original filing |
| 5 | Matson Money U.S. Equity VI Portfolio RBB Fund, Inc. | 81,295 | 4.6M $ | 15.07 % | as of Feb 28, 2026 · Original filing |
Institutional managers
4 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| STALEY CAPITAL ADVISERS INC | 21,260 | 1.5M $ | as of Mar 31, 2026 |
| OAKWORTH CAPITAL, INC. | 5,619 | 300.7K $ | as of Mar 31, 2026 |
| Westside Investment Management, Inc. | 694 | 37.5K $ | as of Mar 31, 2026 |
| Coston, McIsaac & Partners | 8,718 | 466 $ | as of Mar 31, 2026 |