DFA US CORE EQTY 2 PORT-INST (DFQTX) Institutional Ownership and Insiders Activity
DFA US CORE EQTY 2 PORT-INST (DFQTX) is widely held by institutional investors, with 5 firms reporting positions valued at approximately $2.61M based on SEC Form 13F filings for the quarter ended June 30, 2026.
Coston, Mcisaac & Partners is the largest disclosed holder, reporting approximately $1.67M in DFQTX holdings in its latest filing.
Institutional ownership remains highly concentrated, with Coston, Mcisaac & Partners representing the majority of disclosed value.
Institutional Holders
5
Total Reported Value
$2.61M
Largest Holder
Coston, Mcisaac & Partners
Largest Position
$1.67M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
1
Funds Exiting Positions
1
Top Institutional Owners
View allInvestorReported Balance
- Coston, Mcisaac & Partners$1.67M
- Vermillion Wealth Management, Inc.$609,600
- Westside Investment Management, Inc.$223,573
- Transce3Nd, Llc$66,934
- Mcilrath & Eck, Llc$36,023