Who owns DFEQX stock?

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View all 3 holding institutions

Across its top 3 institutional holders, DFEQX's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 14/100, avg. turnover score 32/100).

Notable Holders

DFEQX ranks #14035 out of 37503 tracked stocks by institutional interest, inside the more closely watched half of our coverage.

3 institutions disclose a position in DFEQX, but none treat it as a major bet — even Transce3nd, LLC, its most concentrated holder, allocates just 0.2% of its own portfolio to it.

Price Chart

DFEQX Quarterly 13F Institutional Trade Shifts

Recent Activity

+$17.5K

Total Buy Value

$40.5K

Total Sell Value

New buy1

Trim0

Add2

Sold out1

Net Buyers

Net Sellers

Top Movers

DFEQX

Q2 2026

Top 5 Institutional Movers

Kohmann Bosshard Financial Services

-$40.5K

Sold out

Coston, McIsaac & Partners

+$12.0K

Add

Vermillion Wealth Management

+$4.9K

New buy

Transce3nd

+$274.0

Add

Data by AlphaSMO • Not financial advice.

Smart Money Convergence

DFEQX does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

Recent DFEQX Insider Buying & Selling Activity (Form 4)

Congress Trading (STOCK Act)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

CUSIP

23320G521

FAQ

Who are the top institutional investors holding DFA SHRT-TRM EXTND QLTY-INST (DFEQX)?

Major stakeholders currently include Coston, McIsaac & Partners ($682.0K), Transce3nd, LLC ($21.7K), Vermillion Wealth Management, Inc. ($4.9K). Based on the latest 13F filings, there are a total of 3 tracked investment funds and institutions maintaining positions in DFEQX.

What is the overall institutional sentiment toward DFEQX recently?

Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $23.0K, driven by 3 managers accumulating shares while 1 reduced their exposure.

Which institutions have been selling or reducing their DFEQX positions?

In the latest period, 0 funds trimmed their holdings, and 1 managers completely exited their positions. The aggregate reported sell value was $40.5K.

Are there any notable investors adding DFEQX to their portfolios?

Yes, buying activity remains notable. 1 institutions opened new positions in {ticker}, and 2 existing holders added to their shares. The total reported buy value for the quarter amounted to $17.5K.

💡

Data Source Notice: AlphaSMO is the web's most authoritative 13F / Inside Trader database. Institutional holdings and insider trades presented here are precisely computed to deliver accurate portfolio reporting.

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Developer Access

Access DFEQX's institutional ownership data programmatically:

REST API

curl https://alphasmo.com/api/v1/market/stock/DFEQX

CLI

npx alphasmo stocks get DFEQX

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