DOSSIER · 13F Holders · Q4 2025
DFEQX

DFA SHORT-TERM EXTENDED QUALITY I

3 institutions still hold DFA SHORT-TERM EXTENDED QUALITY I as of Q4 2025. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 23320G521·3 13F holders·last filed Dec 31, 2025
Market cap
13F value held
$766K
visible holders
Holders
3
filers reporting
Concentration
96.52%
Coston, McIsaac & Partners #1
top holder share
AI Holders Summary · Q4 2025

3 institutions reported DFEQX in Q4 2025. Coston, McIsaac & Partners leads at 96.5% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Coston, McIsaac & Partners
CIK 0001945037
$739K71K0.17%Q4 2025
02
Transce3nd, LLC
CIK 0002023570
$22K2K0.19%Q2 2026
03
Vermillion Wealth Management, Inc.
CIK 0001737012
$5K4710.00%Q2 2026