DFUEX — Dfa US Social Core Equity 2 Portfolio Institutional Holders · Q2 2026
Who owns Dfa US Social Core Equity 2 Portfolio (DFUEX)? 2 institutions reported holding $225,189 in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Coston, McIsaac & Partners ($142,000), Nbt Bank N A ($83,189).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Coston, McIsaac & Partners | $142,000 | 3,838 | Added |
| 2 | NBT BANK N A /NY | $83,189 | 2,245 | New |
Source: SEC Form 13F filings · as of 2026-06-30