DFA INTERMEDIATE-TERM EXTND QLTY I - DFTEX
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 | 22,863 | 222 | 0.04% | 0.05% | 1 | +170 | 0.75% | Q2 2026 | Aug 12, 2026 |
| Vermillion Wealth Management, Inc. | History | New | 14,206 | 138 | 0.03% | — | 2 | +14,206 | New | Q2 2026 | Jul 15, 2026 |