DFA - the Small Cap Subtrust
10 more allocators, 1 more fund and 30 more commitment rows
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Who backs this manager
| Allocator | Rows | Re-ups | Disclosed $ | Buckets | First | Latest |
|---|---|---|---|---|---|---|
| Paccar Inc Retirement Plan | 4 | 0 | Public equity | Dec 31, 2022 | Dec 31, 2025 | |
| Division 1181 Atu - NY Employees Pension Fund and Plan | 3 | 0 | Public equity | Aug 31, 2023 | Aug 31, 2025 | |
| The Southern Company Pension Plan | 3 | 0 | Public equity | Dec 31, 2022 | Dec 31, 2024 |
+10 more allocators back this manager
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Funds on the tape
+1 more fund on the tape
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Corporate and Taft-Hartley plans (Schedule C)
- Retail Food Employers & Ufcw Local 711 Pensionplan years 2024
- Hanford Multi-Employer Pension Planplan years 2024
Commitment rows
| Date | Allocator | Fund | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2025 | Paccar Inc Retirement Plan | DFA Small Cap Trustcollective trust | Public equity | $90.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Aug 31, 2025 | Division 1181 Atu - NY Employees Pension Fund and Plan | DFA Group Trust the Large Cap Value103 12 ie | Public equity | $70.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | The Southern Company Pension Plan | The Small Cap Value Subtrustcollective trust | Public equity | $104M held | Disclosed holding | askebsa.dol.gov |
+30 more commitment rows
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- United Mine Workers of America 1974 Pension Plan no longer reports Dimensional Micro Cap Subtrust (DFA - the Small Cap Subtrust) (last held $12M at 2024-06-30; absent from the 2025-06-30 filing)with DFA - the Small Cap Subtrustaskebsa.dol.gov
- Hanford Multi-Employer Pension Plan no longer reports The Small Cap Value Subtrust (DFA - the Small Cap Subtrust) (last held $29M at 2023-12-31; absent from the 2024-12-31 filing)with DFA - the Small Cap Subtrustaskebsa.dol.gov
- ADT Pension Plan for US Employees no longer reports DFA Small Cap Trust (DFA - the Small Cap Subtrust) (last held $2M at 2023-12-31; absent from the 2024-12-31 filing)with DFA - the Small Cap Subtrustaskebsa.dol.gov
- Regions Financial Corporation Retirement Plan no longer reports The Small Cap Value Subtrust (DFA - the Small Cap Subtrust) (last held $14M at 2023-12-31; absent from the 2024-12-31 filing)with DFA - the Small Cap Subtrustaskebsa.dol.gov
- Regions Financial Corporation Retirement Plan for Associates no longer reports The Small Cap Value Subtrust (DFA - the Small Cap Subtrust) (last held $19M at 2023-12-31; absent from the 2024-12-31 filing)with DFA - the Small Cap Subtrustaskebsa.dol.gov
DFA - the Small Cap Subtrust sits on 52 traced paths of capital across the graphs.
DFX traced 52 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
Checking your plan…
›Connections
every published relationship on the graph
+2 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.