Dfa US Core Eqty 2 Port-InstDFQTX
13F holders, Q1 2025 (March 31)6holders +1
2new positions
1sold out
$36.78avg. 13F price*
At the end of Q1 2025, 6 institutions reported holding Dfa US Core Eqty 2 Port-Inst (DFQTX) in their 13F filings, up 1 from Q4 2024. 2 opened new positions and 1 sold out. The largest holders were Coston, McIsaac & Partners ($1.8M), Vermillion Wealth Management, Inc. ($1.4M) and Ferguson Wellman Capital Management, Inc. ($368K).
- Company
- Dfa US Core Eqty 2 Port-Inst
- CUSIP
- 233203397
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $1.5M |
| Exits | 1 | $164K |
All 13F filers, Q4 2024 → Q1 2025: 39,753 shares bought and 15,512 shares sold, net +24,241 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| Coston, McIsaac & Partners | 0.54% | Reduce -18.4% | 49,826 | $1.8M |
| Vermillion Wealth Management, Inc. | 0.42% | New | 38,290 | $1.4M |
| Ferguson Wellman Capital Management, Inc. | 0.01% | No change | 9,984 | $368K |
| Westside Investment Management, Inc. | 0.05% | No change | 6,894 | $255K |
| Transce3nd, LLC | 0.04% | Reduce -0.5% | 2,399 | $81K |
| Hurley Capital, LLC | 0.04% | New | 1,463 | $54K |
"% 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.