Dfa US Core Eqty 2 Port-InstDFQTX
13F holders, Q1 2024 (March 31)4holders
$35.60avg. 13F price*
At the end of Q1 2024, 4 institutions reported holding Dfa US Core Eqty 2 Port-Inst (DFQTX) in their 13F filings. The largest holders were Coston, McIsaac & Partners ($2.5M), Ferguson Wellman Capital Management, Inc. ($356K) and Westside Investment Management, Inc. ($245K).
- Company
- Dfa US Core Eqty 2 Port-Inst
- CUSIP
- 233203397
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $51K |
Ownership 4 holders
| Coston, McIsaac & Partners | 0.80% | Reduce -0.1% | 69,727 | $2.5M |
| Ferguson Wellman Capital Management, Inc. | 0.01% | No change | 9,984 | $356K |
| Westside Investment Management, Inc. | 0.06% | No change | 6,894 | $245K |
| Tucker Asset Management LLC | 0.04% | Reduce -1.9% | 5,010 | $178K |
"% 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.