Dfa US Core Eqty 2 Port-InstDFQTX
13F holders, Q1 2026 (March 31)4holders −1
1new positions
1sold out
$43.55avg. 13F price*
At the end of Q1 2026, 4 institutions reported holding Dfa US Core Eqty 2 Port-Inst (DFQTX) in their 13F filings, down 1 from Q4 2025. 1 opened new positions and 1 sold out. The largest holders were Coston, McIsaac & Partners ($1.4M), Westside Investment Management, Inc. ($198K) and Transce3nd, LLC ($58K).
- 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 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $36K |
| Exits | 1 | $576K |
All 13F filers, Q4 2025 → Q1 2026: 832 shares bought and 21,112 shares sold, net −20,280 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Coston, McIsaac & Partners | 0.32% | Reduce -19.8% | 32,753 | $1.4M |
| Westside Investment Management, Inc. | 0.03% | No change | 4,522 | $198K |
| Transce3nd, LLC | 0.51% | Add +0.3% | 1,333 | $58K |
| McIlrath & Eck, LLC | 0.00% | New | 828 | $36K |
"% 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.