DFQTX
DFA U.S. Core Equity 2 Portfolio
1W: -0.9%
1M: -1.6%
3M: +0.1%
YTD: +11.4%
1Y: +14.4%
3Y: +73.8%
5Y: +64.5%
$49.92
+0.35 (+0.71%)
Weekly Expected Move ±1.3%
$48
$49
$50
$50
$51
Institutional Ownership — DFQTX
4
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
3M
Total Invested
1
New Positions
1
Increased
1
Reduced
0
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (6 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Coston, McIsaac & Partners | 33,731 | 2M | +978 | +3.0% | 16Q | SEC ↗ |
| 2 | Vermillion Wealth Management, Inc. NEW | 27,737 | 1M | — | +0.0% | 1Q | SEC ↗ |
| 3 | Westside Investment Management, Inc. | 4,522 | 226K | — | +0.0% | 26Q | SEC ↗ |
| 4 | Transce3nd, LLC | 1,327 | 66K | -6 | -0.5% | 7Q | SEC ↗ |
| 5 | McIlrath & Eck, LLC NEW | 828 | 41K | — | +0.0% | 1Q | SEC ↗ |
| 6 | FERGUSON WELLMAN CAPITAL MANAGEMENT, I | 0 | 0K | -13,018 | -100.0% | 18Q | SEC ↗ |
Recent Activity
New Positions (2)
| Holder | Shares | Value |
|---|---|---|
| Vermillion Wealth Management, Inc. | 27,737 | 1M |
| McIlrath & Eck, LLC | 828 | 41K |
Sold Out (1)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| FERGUSON WELLMAN CAPITAL MANAGEMENT | 13,018 | 650K |
Biggest Increases (1)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Coston, McIsaac & Partners | +978 | +3.0% | 33,731 |
Biggest Decreases (1)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Transce3nd, LLC | -6 | -0.5% | 1,327 |