Dfa US Core Eqty 2 Port-InstDFQTX
13F holders, Q4 2024 (December 31)5holders +1
0new positions
0sold out
$38.63avg. 13F price*
At the end of Q4 2024, 5 institutions reported holding Dfa US Core Eqty 2 Port-Inst (DFQTX) in their 13F filings, up 1 from Q3 2024. 0 opened new positions and 0 sold out. The largest holders were Coston, McIsaac & Partners ($2.4M), Ferguson Wellman Capital Management, Inc. ($385K) and Westside Investment Management, Inc. ($266K).
- Company
- Dfa US Core Eqty 2 Port-Inst
- CUSIP
- 233203397
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q3 2024 → Q4 2024: 495 shares bought and 4,776 shares sold, net −4,281 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Coston, McIsaac & Partners | 0.70% | Reduce -7.3% | 61,067 | $2.4M |
| Ferguson Wellman Capital Management, Inc. | 0.01% | No change | 9,984 | $385K |
| Westside Investment Management, Inc. | 0.06% | No change | 6,894 | $266K |
| Tucker Asset Management LLC | 0.04% | Add +13.2% | 4,259 | $164K |
| Transce3nd, LLC | 0.03% | — | 2,411 | $97K |
"% 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.