Dfa SHRT-TRM Extnd QLTY-InstDFEQX

13F holders, Q2 2025 (June 30)
2holders
1new positions
1sold out
$10.47avg. 13F price*

At the end of Q2 2025, 2 institutions reported holding Dfa SHRT-TRM Extnd QLTY-Inst (DFEQX) in their 13F filings, unchanged from Q1 2025. 1 opened new positions and 1 sold out. The largest holders were Coston, McIsaac & Partners ($782K) and Transce3nd, LLC ($38K).

Company
Dfa SHRT-TRM Extnd QLTY-Inst
Filed as
DFA SHORT-TERM EXTENDED QUALITY FUND INST'L CLASS (Q2 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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions1$782K
Exits1$5K

All 13F filers, Q1 2025 → Q2 2025: 74,726 shares bought and 446 shares sold, net +74,280 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2 holders

Coston, McIsaac & Partners 0.20% New 74,677 $782K
Transce3nd, LLC 0.02% Add +1.4% 3,641 $38K

"% 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.