Vault-13

DFA US SOCIAL CORE EQUITY 2 PORTFOLIO DFUEX

EQUITY FUNDS · Open-End Fund · CUSIP 233203298

1 institutional holders -1 vs Q2 2025
3,8143.8k shares reported held*
$123.0kreported value*
0 new 1 added 0 reduced 1 sold out net sold ≈ $254.7k (-7.9k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $32.25.

Trends to Q3 2025

Institutional holders

Managers reporting a position, each quarter

0123Q3 22: 1Q4 22: 1Q1 23: 1Q2 23: 1Q3 23: 1Q4 23: 3Q1 24: 1Q2 24: 1Q3 24: 1Q4 24: 1Q1 25: 1Q2 25: 2Q3 25: 11Q3 22Q2 23Q1 24Q4 24Q3 25
Numbers
QuarterHolders
Q3 20221
Q4 20221
Q1 20231
Q2 20231
Q3 20231
Q4 20233
Q1 20241
Q2 20241
Q3 20241
Q4 20241
Q1 20251
Q2 20252
Q3 20251

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
202Q4 23: 2 bought or addedQ4 23: 0 cut or sold outQ1 24: 1 bought or addedQ1 24: 1 cut or sold outQ1 24Q2 24: 1 bought or addedQ2 24: 0 cut or sold outQ3 24: 1 bought or addedQ3 24: 0 cut or sold outQ3 24Q4 24: 1 bought or addedQ4 24: 0 cut or sold outQ1 25: 1 bought or addedQ1 25: 0 cut or sold outQ1 25Q2 25: 2 bought or addedQ2 25: 0 cut or sold outQ3 25: 1 bought or addedQ3 25: 1 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 202320
Q1 202411
Q2 202410
Q3 202410
Q4 202410
Q1 202510
Q2 202520
Q3 202511

Biggest buyers

Coston, McIsaac & Partners Added +8+8

Biggest sellers

Brooklyn Investment Group Sold out -7,907-7.9k

Holders, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Coston, McIsaac & Partners 0.03% of their portfolio BAR HARBOR, ME 3,8143.8k $123.0k $123.0k 0.03% Added +8 +8