DFQTX Institutional Ownership & Shareholders
DFA US CORE EQTY 2 PORT-INST (DFQTX) is currently held by 5 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $2.61M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Coston, Mcisaac & Partners is currently the largest disclosed institutional shareholder of DFQTX tracked by InsiderSet, reporting ownership valued at approximately $1.67M in its June 30, 2026 SEC Form 13F filing.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed DFQTX value among the investors covered in this analysis. Major shareholders include Coston, Mcisaac & Partners, Vermillion Wealth Management, Inc., Westside Investment Management, Inc., and several other long-term asset managers with concentrated positions in DFA US CORE EQTY 2 PORT-INST (DFQTX).
This page ranks the largest institutional DFQTX shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
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
6
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Coston, Mcisaac & Partners | 0.34% | 33,731 | $1,667,000 | — | — | — | |
| Vermillion Wealth Management, Inc. | 0.70% | 12,355 | $609,600 | — | — | — | |
| Westside Investment Management, Inc. | 0.03% | 4,522 | $225,744 | — | — | — | |
| Transce3Nd, Llc | 0.07% | 1,329 | $66,934 | — | — | — | |
| Mcilrath & Eck, Llc | 0.00% | 828 | $36,023 | — | — | — |
Frequently asked questions about DFQTX
Who are the largest institutional holders of DFQTX?
The largest institutional holders of DFQTX reported in the latest SEC Form 13F filings include Coston, Mcisaac & Partners, Vermillion Wealth Management, Inc., Westside Investment Management, Inc., Transce3Nd, Llc, and Mcilrath & Eck, Llc. InsiderSet ranks institutional holders by their latest reported DFQTX position.
What is DFQTX institutional ownership?
This page tracks DFQTX positions reported by institutional investment managers through SEC Form 13F. DFA US CORE EQTY 2 PORT-INST (DFQTX) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own DFQTX?
InsiderSet currently tracks 5 institutional managers reporting DFQTX holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of DFQTX shareholders.
How much DFQTX stock do institutions own?
Institutional investment managers disclosed approximately $2.61M in DFQTX holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was DFQTX institutional ownership last updated?
The latest DFQTX institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional DFQTX holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its DFQTX position after the reporting date.
Are institutions buying or selling DFQTX?
Institutional buying and selling can be analyzed by comparing DFQTX positions across consecutive 13F reporting periods. InsiderSet's DFQTX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View DFQTX ownership changes.
How has DFQTX institutional ownership changed over time?
InsiderSet tracks DFQTX institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.