As of the latest SEC filings, DFA US SMALL CAP PORTFOLIO (DFSTX) is held by 5 institutional funds. The largest fund shareholder is Free Market U.S. Equity Fund (FMUEX), holding an estimated $778,491,393.01 in market value, representing 14.81% of its portfolio.
Funds holding DFA US SMALL CAP PORTFOLIO (DFSTX)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- DFSTX
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
FMUEX
Free Market U.S. Equity Fund
|
MF | Independent / Boutique | 14.81% | $778,491,393.01 | 13,766,426 | Feb 28, 2026 | Apr 28, 2026 |
|
DGLIX
Global Small Company Portfolio
|
MF | Dimensional Fund Advisors | 61.66% | $92,469,025.89 | 1,585,818 | Apr 30, 2026 | Jun 24, 2026 |
|
SPUSX
Symmetry Panoramic US Equity Fund
|
MF | Independent / Boutique | 1.88% | $7,909,939.22 | 139,875 | Feb 28, 2026 | Apr 29, 2026 |
|
SPGEX
Symmetry Panoramic Global Equity Fund
|
MF | Independent / Boutique | 1.53% | $6,159,708.47 | 108,925 | Feb 28, 2026 | Apr 29, 2026 |
|
FMVUX
Matson Money U.S. Equity VI Portfolio
|
MF | Independent / Boutique | 15.07% | $4,597,250.47 | 81,295 | Feb 28, 2026 | Apr 28, 2026 |
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