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