Dfa SHRT-TRM Extnd QLTY-InstDFEQX

13F holders, Q1 2025 (March 31)
2holders +1
1new positions
0sold out
$10.47avg. 13F price*

At the end of Q1 2025, 2 institutions reported holding Dfa SHRT-TRM Extnd QLTY-Inst (DFEQX) in their 13F filings, up 1 from Q4 2024. 1 opened new positions and 0 sold out. The largest holders were Transce3nd, LLC ($38K) and Vermillion Wealth Management, Inc. ($5K).

Company
Dfa SHRT-TRM Extnd QLTY-Inst
Filed as
DFA SHORT-TERM EXTENDED QUALITY FUND INST'L CLASS (Q1 2025)
CUSIP
23320G521
Latest filing quarter
Q2 2026

History

Number of 13F holders

0123 Q4 2024: 1Q4 2024Q1 2025: 2Q1 2025Q2 2025: 2Q2 2025Q3 2025: 3Q3 2025Q4 2025: 3Q4 2025Q1 2026: 2Q1 2026Q2 2026: 3Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions1$5K
Exits0$0

All 13F filers, Q4 2024 → Q1 2025: 446 shares bought and 46 shares sold, net +400 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2 holders

Transce3nd, LLC 0.02% Reduce -1.3% 3,592 $38K
Vermillion Wealth Management, Inc. 0.00% New 446 $5K

"% of holder's portfolio" is DFEQX's weight in each manager's 13F, not the share of Dfa SHRT-TRM Extnd QLTY-Inst the manager owns.