DFA US SMALL CAP I - EQUITY FUNDS

Historical Holders from Q1 2014 to Q3 2025

Type / Class
Equity / EQUITY FUNDS
Price per share
$51.55
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares as of 30 Sep 2025
134,461
Total reported value
$2,515,119
% of total 13F portfolios
0%
Share change
+10,705
Value change
+$541,649
Avg buy value change
+0%
Avg sell value change
-0%
Number of holders
8
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
As of 30 Sep 2025, DFA US SMALL CAP I - EQUITY FUNDS has 8 institutional shareholders filing 13F forms. They hold 134,461 shares. .

Institutional Holders of DFA US SMALL CAP I - EQUITY FUNDS across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (% of par) Investors
2025 Q3 134,461 $2,515,119 +$541,649 5,155.44% 8
2025 Q2 115,661 $1,831,959 -$805,550 4,836.33% 4
2025 Q1 103,958 $2,488,834 +$801,204 4,497.92% 5
2024 Q4 31,605 $1,783,281 +$275,581 4,891.93% 4
2024 Q3 27,533 $1,503,634 +$547,419 4,887.88% 5
2024 Q2 19,802 $890,395 -$1,419,309 4,508.87% 6
2024 Q1 18,063 $838,159 -$32,592 4,642.62% 5
2023 Q4 52,539 $2,330,191 +$1,415,019 4,435.23% 6
2023 Q3 20,109 $798,666 +$92,169 3,971.45% 5
2023 Q2 47,125 $1,905,680 -$846,469 4,134.58% 4
2023 Q1 68,354 $2,720,817 +$1,074 3,980.95% 4
2022 Q4 17,733 $27,436,000 +$14,373 3,880.07% 3
2022 Q3 17,361 $26,068,000 -$2,569,998 3,661.99% 3
2022 Q2 84,503 $3,216,881 -$362,079 3,804.48% 3
2022 Q1 94,028 $4,154,881 -$126,957 4,418.96% 3
2021 Q4 96,901 $4,559,798 +$4,341,461 4,711.51% 3
2021 Q3 4,632 $32,981,000 -$4,954 2,365,291.82% 2
2021 Q2 4,735 $32,961,000 +$47 4,807.69% 3
2021 Q1 4,734 $31,697,000 +$5,091 4,807.69% 3
2020 Q4 4,628 $26,831,000 -$93,000 1,924,109.37% 2
2020 Q3 8,832 $264,833 +$27,254 3,000.08% 2
2020 Q2 7,923 $229,090 +$182,483 2,892.97% 2
2020 Q1 1,610 $409,406,000 -$270,000 25,428,944.1% 1
2019 Q4 7,705 $270,000 +$24,424 3,504.22% 1
2019 Q3 7,008 $232,000 +$232,000 3,310.5% 1
2018 Q3 0 $0 -$1,017,001 0
2018 Q2 26,969 $1,017,000 +$1,017,001 3,771% 1
2018 Q1 0 $0 -$8,879,992 0
2017 Q4 247,070 $8,880,000 +$165,078 3,594.12% 1
2017 Q3 242,477 $8,756,000 $0 3,611.06% 1
2017 Q2 237,343 $8,148 $0 3.43% 1
2017 Q1 234,798 $8,006,285 -$57,695 3,410.17% 2
2016 Q4 236,490 $8,002,989 +$11,371 3,384.42% 2
2016 Q3 236,154 $7,365,904 -$403,670 3,118.31% 2
2016 Q2 249,644 $7,292,867 +$227,616 2,920.73% 4
2016 Q1 240,404 $6,925,881 +$168,881 2,880.88% 2
2015 Q4 234,542 $6,651,384 -$208,697 2,835.8% 2
2015 Q3 241,901 $7,046,598 -$28,608,171 2,912.71% 2
2015 Q2 1,124,294 $36,404,638 +$3,799,446 3,237.98% 3
2015 Q1 1,002,849 $25,165,667 +$25,158,393 3,232.99% 3
2014 Q4 216,380 $6,740,000 $0 3,114.89% 1
2014 Q3 217,750 $6,450 -$428,000 2.96% 1
2014 Q2 224,590 $7,155,000 +$428,000 3,185.84% 3
2014 Q1 203,989 $67,714 $0 1,618.28% 2