Dfa SHRT-TRM Extnd QLTY-InstDFEQX

13F holders, Q4 2025 (December 31)
3holders
1new positions
1sold out
$10.43avg. 13F price*

At the end of Q4 2025, 3 institutions reported holding Dfa SHRT-TRM Extnd QLTY-Inst (DFEQX) in their 13F filings, unchanged from Q3 2025. 1 opened new positions and 1 sold out. The largest holders were Coston, McIsaac & Partners ($739K), Kohmann Bosshard Financial Services, LLC ($41K) and Transce3nd, LLC ($21K).

Company
Dfa SHRT-TRM Extnd QLTY-Inst
Filed as
DFA SHORT-TERM EXTENDED (Q4 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions1$41K
Exits1$5K

All 13F filers, Q3 2025 → Q4 2025: 3,904 shares bought and 4,353 shares sold, net −449 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3 holders

Coston, McIsaac & Partners 0.17% Reduce -5.2% 70,895 $739K
Kohmann Bosshard Financial Services, LLC 0.00% New 3,886 $41K
Transce3nd, LLC 0.17% Add +0.9% 2,048 $21K

"% 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.