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DFA US Social Core Equity 2 Portfolio

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Coston, McIsaac & Partners
INCREASED
Shares3,847 from 3,838
Change+9 (+0%)
Value$142.9K (+$142.8K)
Filed 2026-11-06
NBT Bank, N.A.
CLOSED
Shares0 from 2,245
Change-2,245 (-100%)
Value$0 (-$83.2K)
Filed 2026-10-21
Status
Coston, McIsaac & Partners
INCREASED3,8473,838+9+0%$142$142.9K+$142.8K2026-11-06
NBT Bank, N.A.
CLOSED02,245-2,245-100%$83.2K$0-$83.2K2026-10-21
Showing 2 of 2 institutions