Dfa US Core Eqty 2 Port-InstDFQTX
13F holders, Q4 2025 (December 31)5holders −1
1new positions
2sold out
$44.29avg. 13F price*
At the end of Q4 2025, 5 institutions reported holding Dfa US Core Eqty 2 Port-Inst (DFQTX) in their 13F filings, down 1 from Q3 2025. 1 opened new positions and 2 sold out. The largest holders were Coston, McIsaac & Partners ($1.8M), Ferguson Wellman Capital Management, Inc. ($576K) and Westside Investment Management, Inc. ($201K).
- 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 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $132K |
| Exits | 2 | $1.6M |
All 13F filers, Q3 2025 → Q4 2025: 2,987 shares bought and 44,296 shares sold, net −41,309 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Coston, McIsaac & Partners | 0.42% | Reduce -14.8% | 40,847 | $1.8M |
| Ferguson Wellman Capital Management, Inc. | 0.01% | No change | 13,018 | $576K |
| Westside Investment Management, Inc. | 0.03% | No change | 4,522 | $201K |
| Motiv8 Investments LLC | 0.07% | New | 2,984 | $132K |
| Transce3nd, LLC | 0.49% | Add +0.2% | 1,329 | $61K |
"% 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.