2 institutions reported holding $225,189 of DFA US SOCIAL CORE EQUITY 2 PORTFOLIO (DFUEX) in SEC 13F filings for 2026-06-30. Largest institutional holders: Coston, McIsaac & Partners ($142,000), NBT BANK N A /NY ($83,189). Source: SEC Form 13F.
| 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