DOSSIER · 13F Holders · Q4 2025
DFTEX

DFA INTERMEDIATE-TERM EXTND QLTY I

2 institutions still hold DFA INTERMEDIATE-TERM EXTND QLTY I as of Q4 2025. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 23320G513·2 13F holders·last filed Dec 31, 2025
Market cap
13F value held
$377K
visible holders
Holders
2
filers reporting
Concentration
63.38%
Coston, McIsaac & Partners #1
top holder share
AI Holders Summary · Q4 2025

2 institutions reported DFTEX in Q4 2025. Coston, McIsaac & Partners leads at 63.4% 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
$239K24K0.06%Q4 2025
02
Vermillion Wealth Management, Inc.
CIK 0001737012
$138K14K0.03%Q2 2026