Dfa US Core Eqty 2 Port-InstDFQTX
13F holders, Q3 2025 (September 30)6holders +2
2new positions
0sold out
$42.73avg. 13F price*
At the end of Q3 2025, 6 institutions reported holding Dfa US Core Eqty 2 Port-Inst (DFQTX) in their 13F filings, up 2 from Q2 2025. 2 opened new positions and 0 sold out. The largest holders were Coston, McIsaac & Partners ($2.1M), Vermillion Wealth Management, Inc. ($1.5M) and Ferguson Wellman Capital Management, Inc. ($563K).
- 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 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $1.6M |
| Exits | 0 | $0 |
All 13F filers, Q2 2025 → Q3 2025: 40,248 shares bought and 5,343 shares sold, net +34,905 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| Coston, McIsaac & Partners | 0.49% | Reduce -3.8% | 47,929 | $2.1M |
| Vermillion Wealth Management, Inc. | 0.42% | New | 35,743 | $1.5M |
| Ferguson Wellman Capital Management, Inc. | 0.01% | Add +30.4% | 13,018 | $563K |
| Westside Investment Management, Inc. | 0.03% | Reduce -34.4% | 4,522 | $196K |
| Hurley Capital, LLC | 0.04% | New | 1,471 | $64K |
| Transce3nd, LLC | 0.04% | Reduce -44.9% | 1,326 | $4K |
"% 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.