4 institutions reported holding $3.3M of DFA US CORE EQUITY 2 I (DFQTX) in SEC 13F filings for 2026-06-30. Largest institutional holders: Coston, McIsaac & Partners ($1.7M), Vermillion Wealth Management, Inc. ($1.4M), Westside Investment Management, Inc. ($223,573), Transce3nd, LLC ($65,987). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Coston, McIsaac & Partners | $1.7M | 33,731 | Added |
| 2 | Vermillion Wealth Management, Inc. | $1.4M | 27,737 | New |
| 3 | Westside Investment Management, Inc. | $223,573 | 4,522 | Hold |
| 4 | Transce3nd, LLC | $65,987 | 1,327 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30