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Dfa Us Small Cap Port Fd fund shares owned by Oakworth Capital

Quarter-by-quarter ownership of Dfa Us Small Cap Port Fd fund (DFSTX) shares owned by Oakworth Capital from 13F filings

Historical chart of Oakworth Capital investment in Dfa Us Small Cap Port Fd fund

Tip: Access up to 7 years of quarterly data

All positions including Dfa Us Small Cap Port Fd fund held by Oakworth Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dfa Us Small Cap Port Fd fund by Oakworth Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $55k 1.1k 51.55

More positions owned by Oakworth Capital

Ishares Russell 1000 Growth Mutual Fund/sto (IWF)
Ishares Russell 1000 Value Mutual Fund/sto (IWD)
Vanguard Total Bond Market Etf Mutual Fund/gov (BND)
Vanguard Ftse Developed Markets Mutual Fund/sto (VEA)
Ishares Russell Mid-cap Mutual Fund/sto (IWR)
Ishares Short Treasury Bond Etf Mutual Fund/cor (SHV)
Vanguard Short-term Corp Bd Idx Mutual Fund/cor (VCSH)
Jp Morgan Chase & Co Common Stock (JPM)
Spdr Gold Shares Mutual Fund/sto (GLD)
Alphabet Inc Sr Common Stock (GOOG)
Walmart Common Stock (WMT)
Vanguard Inter-trm Treas Index Mutual Fund/gov (VGIT)
Apple Common Stock (AAPL)
Jpmorgan Equity Premium Income Mutual Fund/sto (JEPI)
Ishares S&p 100 Mutual Fund/sto (OEF)

View all positions for Oakworth Capital

Top funds holding Dfa Us Small Cap Port Fd fund

Lisa Snider
Staley Capital Advisers
Vermillion Wealth Management
Coston, McIsaac & Partners
Oakworth Capital
Westside Investment Management
Grey Fox Wealth Advisors
Luminist Capital

View all funds holding Dfa Us Small Cap Port Fd fund