DOSSIER · 13F Holders · Q4 2025
DFQTX

DFA US CORE EQUITY 2 I

6 institutions still hold DFA US CORE EQUITY 2 I as of Q4 2025. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 233203397·6 13F holders·last filed Dec 31, 2025
Market cap
13F value held
$4M
visible holders
Holders
6
filers reporting
Concentration
49.70%
Coston, McIsaac & Partners #1
top holder share
AI Holders Summary · Q4 2025

6 institutions reported DFQTX in Q4 2025. Coston, McIsaac & Partners leads at 49.7% 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
$2M41K0.42%Q4 2025
02
Vermillion Wealth Management, Inc.
CIK 0001737012
$1M28K0.32%Q2 2026
03
Westside Investment Management, Inc.
CIK 0001538383
$224K5K0.03%Q2 2026
04
Motiv8 Investments LLC
CIK 0002024873
$132K3K0.07%Q4 2025
05
Transce3nd, LLC
CIK 0002023570
$66K1K0.58%Q2 2026
06
McIlrath & Eck, LLC
CIK 0001701714
$36K8280.00%Q1 2026