Dfa US Core Eqty 2 Port-InstDFQTX
13F holders, Q2 2025 (June 30)4holders −2
0new positions
2sold out
$40.22avg. 13F price*
At the end of Q2 2025, 4 institutions reported holding Dfa US Core Eqty 2 Port-Inst (DFQTX) in their 13F filings, down 2 from Q1 2025. 0 opened new positions and 2 sold out. The largest holders were Coston, McIsaac & Partners ($2.0M), Ferguson Wellman Capital Management, Inc. ($401K) and Westside Investment Management, Inc. ($278K).
- 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 2 | $1.5M |
All 13F filers, Q1 2025 → Q2 2025: 8 shares bought and 39,760 shares sold, net −39,752 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Coston, McIsaac & Partners | 0.52% | Reduce -0.0% | 49,819 | $2.0M |
| Ferguson Wellman Capital Management, Inc. | 0.01% | No change | 9,984 | $401K |
| Westside Investment Management, Inc. | 0.05% | No change | 6,894 | $278K |
| Transce3nd, LLC | 0.04% | Add +0.3% | 2,407 | $99K |
"% 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.