Dfa US Core Eqty 2 Port-InstDFQTX
13F holders, Q3 2024 (September 30)4holders
0new positions
0sold out
$38.13avg. 13F price*
At the end of Q3 2024, 4 institutions reported holding Dfa US Core Eqty 2 Port-Inst (DFQTX) in their 13F filings, unchanged from Q2 2024. 0 opened new positions and 0 sold out. The largest holders were Coston, McIsaac & Partners ($2.5M), Ferguson Wellman Capital Management, Inc. ($382K) and Westside Investment Management, Inc. ($252K).
- Company
- Dfa US Core Eqty 2 Port-Inst
- CUSIP
- 233203397
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q2 2024 → Q3 2024: 10 shares bought and 3,667 shares sold, net −3,657 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Coston, McIsaac & Partners | 0.71% | Reduce -5.3% | 65,843 | $2.5M |
| Ferguson Wellman Capital Management, Inc. | 0.01% | No change | 9,984 | $382K |
| Westside Investment Management, Inc. | 0.05% | No change | 6,894 | $252K |
| Tucker Asset Management LLC | 0.03% | Add +0.3% | 3,764 | $144K |
"% 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.