5 institutions reported holding $1.7M of DFA U.S. CORE EQUITY 2 PORTFOLIO INSTITUTIONAL CLASS (DFQTX) in SEC 13F filings for 2026-03-31. Largest institutional holders: Coston, McIsaac & Partners ($1.4M), Westside Investment Management, Inc. ($198,249), Transce3nd, LLC ($57,994), McIlrath & Eck, LLC ($36,023), FERGUSON WELLMAN CAPITAL MANAGEMENT, INC ($0). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Coston, McIsaac & Partners | $1.4M | 32,753 | Trimmed |
| 2 | Westside Investment Management, Inc. | $198,249 | 4,522 | Hold |
| 3 | Transce3nd, LLC | $57,994 | 1,333 | Added |
| 4 | McIlrath & Eck, LLC | $36,023 | 828 | New |
| 5 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31