DFA SHORT-TERM EXTENDED QUALITY FUND INST'L CLASS - DFEQX
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Coston, McIsaac & Partners | History | Added to | 65,509 | 682 | 0.14% | 0.15% | 1 | +1,182 | 1.84% | Q2 2026 | Aug 12, 2026 |
| Transce3nd, LLC | History | Added to | 2,085 | 21 | 0.19% | 0.19% | 2 | +26 | 1.26% | Q2 2026 | Jul 24, 2026 |
| Vermillion Wealth Management, Inc. | History | New | 471 | 4 | 0.0% | — | 3 | +471 | New | Q2 2026 | Jul 15, 2026 |