Vault-13

DFA US CORE EQUITY 2 I DFQTX

EQUITY FUNDS · Open-End Fund · CUSIP 233203397

4 institutional holders +0 vs Q1 2026
67,31767.3k shares reported held*
$3.3mreported value*
1 new 1 added 1 reduced 0 sold out net bought ≈ $1.4m (+28.7k 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 ≈ $49.44.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0246Q3 22: 4Q4 22: 4Q1 23: 5Q2 23: 5Q3 23: 5Q4 23: 6Q1 24: 4Q2 24: 4Q3 24: 4Q4 24: 5Q1 25: 6Q2 25: 4Q3 25: 6Q4 25: 5Q1 26: 4Q2 26: 44Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 20224
Q4 20224
Q1 20235
Q2 20235
Q3 20235
Q4 20236
Q1 20244
Q2 20244
Q3 20244
Q4 20245
Q1 20256
Q2 20254
Q3 20256
Q4 20255
Q1 20264
Q2 20264

Buyers vs sellers

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

Bought or addedCut or sold out
404Q3 24: 1 bought or addedQ3 24: 1 cut or sold outQ4 24: 1 bought or addedQ4 24: 1 cut or sold outQ4 24Q1 25: 2 bought or addedQ1 25: 3 cut or sold outQ2 25: 1 bought or addedQ2 25: 3 cut or sold outQ2 25Q3 25: 3 bought or addedQ3 25: 3 cut or sold outQ4 25: 2 bought or addedQ4 25: 3 cut or sold outQ4 25Q1 26: 2 bought or addedQ1 26: 2 cut or sold outQ2 26: 2 bought or addedQ2 26: 1 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202411
Q4 202411
Q1 202523
Q2 202513
Q3 202533
Q4 202523
Q1 202622
Q2 202621

Biggest buyers

Vermillion Wealth Management, Inc. New +27,737+27.7k
Coston, McIsaac & Partners Added +978+978

Biggest sellers

Transce3nd, LLC Reduced -6-6

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Coston, McIsaac & Partners 0.34% of their portfolio BAR HARBOR, ME 33,73133.7k $1.7m $1.7m 0.34% Added +978 +978
2 Vermillion Wealth Management, Inc. 0.32% of their portfolio ROSEMOUNT, MN 27,73727.7k $1.4m $1.4m 0.32% New
3 Westside Investment Management, Inc. 0.03% of their portfolio SANTA MONICA, CA 4,5224.5k $223.6k $223.6k 0.03% Unchanged
4 Transce3nd, LLC 0.58% of their portfolio BUDA, TX 1,3271.3k $66.0k $66.0k 0.58% Reduced -6 -6