Dfa US Core Eqty 2 Port-InstDFQTX

13F holders, Q2 2026 (June 30)
4holders
1new positions
0sold out
$49.44avg. 13F price*

At the end of Q2 2026, 4 institutions reported holding Dfa US Core Eqty 2 Port-Inst (DFQTX) in their 13F filings, unchanged from Q1 2026. 1 opened new positions and 0 sold out. The largest holders were Coston, McIsaac & Partners ($1.7M), Vermillion Wealth Management, Inc. ($1.4M) and Westside Investment Management, Inc. ($224K).

Company
Dfa US Core Eqty 2 Port-Inst
CUSIP
233203397
Latest filing quarter
Q2 2026

History

Number of 13F holders

0246 Q1 2024: 4Q1 2024Q2 2024: 4Q2 2024Q3 2024: 4Q3 2024Q4 2024: 5Q4 2024Q1 2025: 6Q1 2025Q2 2025: 4Q2 2025Q3 2025: 6Q3 2025Q4 2025: 5Q4 2025Q1 2026: 4Q1 2026Q2 2026: 4Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions1$1.4M
Exits0$0

All 13F filers, Q1 2026 → Q2 2026: 28,715 shares bought and 6 shares sold, net +28,709 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 4 holders

Coston, McIsaac & Partners 0.34% Add +3.0% 33,731 $1.7M
Vermillion Wealth Management, Inc. 0.33% New 27,737 $1.4M
Westside Investment Management, Inc. 0.03% No change 4,522 $224K
Transce3nd, LLC 0.58% Reduce -0.5% 1,327 $66K

"% of holder's portfolio" is DFQTX's weight in each manager's 13F, not the share of Dfa US Core Eqty 2 Port-Inst the manager owns.