DOSSIER · 13F Holders · Q3 2026
DFUEX

DFA US SOCIAL CORE EQUITY 2 PORTFOLIO

3 institutions still hold DFA US SOCIAL CORE EQUITY 2 PORTFOLIO as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 233203298·3 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$696K
visible holders
Holders
3
filers reporting
Concentration
76.72%
Ethos Financial Group, LLC #1
top holder share
AI Holders Summary · Q3 2026

3 institutions reported DFUEX in Q3 2026. Ethos Financial Group, LLC leads at 76.7% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Ethos Financial Group, LLC
CIK 0001954242
$534K14K0.03%Q3 2026
02
Coston, McIsaac & Partners
CIK 0001945037
$143K4K0.03%Q3 2026
03
McIlrath & Eck, LLC
CIK 0001701714
$19K6000.00%Q1 2026