SEC 13F Intelligence

DFSCXDFA U.S. MICRO CAP FUND INST'L CLASS

CUSIP 233203504 · Yahoo Finance ↗ · Google Finance ↗

Dfa U.S. Micro Cap Fund Inst'l Class (DFSCX) has 3 institutional holders in Filings Flow’s 13F database, together reporting 133.1K shares worth $4M as of Q1 2026. The largest reported holders are Mcilrath & Eck, LLC, Financial Gravity Asset Management, Inc., and Motiv8 Investments LLC.

Institutional Holders
3
Q1 2026
Reported Value
$4M
Ticker
DFSCX
Quarters Tracked
17

Ownership Trend

Institutional holders
Q4 ’19: 1Q4 ’19Q1 ’20: 1Q3 ’22: 1Q4 ’22: 1Q4 ’22Q1 ’23: 2Q2 ’23: 2Q3 ’23: 3Q3 ’23Q4 ’23: 4Q1 ’24: 1Q2 ’24: 1Q2 ’24Q3 ’24: 1Q4 ’24: 1Q1 ’25: 1Q1 ’25Q2 ’25: 1Q3 ’25: 3Q4 ’25: 3Q4 ’25Q1 ’26: 3filingsflow.com
Total reported value
Q4 ’19: $87,000Q4 ’19Q1 ’20: $87,000Q3 ’22: $97,000Q4 ’22: $106,000Q4 ’22Q1 ’23: $294,881Q2 ’23: $195,409Q3 ’23: $6MQ3 ’23Q4 ’23: $357,003Q1 ’24: $128,000Q2 ’24: $125,000Q2 ’24Q3 ’24: $136,000Q4 ’24: $137,000Q1 ’25: $125,000Q1 ’25Q2 ’25: $41,000Q3 ’25: $167,570Q4 ’25: $140,102Q4 ’25Q1 ’26: $4Mfilingsflow.com

Holders

··Mixed quarters
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Manager% of PortfolioValueSharesQuarter
McIlrath & Eck, LLC$1.3B AUM0.32%$4M130.7KQ1 2026
Financial Gravity Asset Management, Inc.$562M AUM0.02%$94,1303.1KQ3 2025OLDER
Motiv8 Investments LLC$183M AUM0.04%$65,0002.1KQ4 2025OLDER
Coston, McIsaac & Partners$443M AUM0.01%$48,0001.5KQ1 2026
Oakworth Capital, Inc.$1.9B AUM0.00%$30,333927Q1 2026

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.