Dfa Global Allocation 60/40 I (DGSIX) institutional ownership
DFA GLOBAL ALLOCATION 60/40 I · 13F, 2026Q2
| Managers holding | 4 |
|---|---|
| Shares held | 92,505 |
| Reported value | $2.2m |
| Quarter flows | 3 new, 1 added, 0 trimmed, 2 exited |
Top 4 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| Coston, McIsaac & Partners | 76,164 | $1.8m | 0.4% |
| Vermillion Wealth Management, Inc. | 9,215 | $217,104 | 0.1% |
| NBT BANK, N.A. | 6,586 | $155,168 | 0.0% |
| Financial Gravity Companies, Inc. | 540 | $12,724 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("DGSIX"). DGSIX price history · All 13F data