Dfa GLBL All 60/40 Port-InstDGSIX
13F holders, Q2 2026 (June 30)4holders +1
2new positions
0sold out
$23.56avg. 13F price*
At the end of Q2 2026, 4 institutions reported holding Dfa GLBL All 60/40 Port-Inst (DGSIX) in their 13F filings, up 1 from Q1 2026. 2 opened new positions and 0 sold out. The largest holders were Coston, McIsaac & Partners ($1.8M), Vermillion Wealth Management, Inc. ($217K) and NBT Bank, N.A. ($155K).
- Company
- Dfa GLBL All 60/40 Port-Inst
- Filed as
- DFA GLOBAL ALLOCATION 60/40 I (Q2 2026)
- CUSIP
- 25434D658
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $372K |
| Exits | 0 | $0 |
All 13F filers, Q1 2026 → Q2 2026: 19,090 shares bought, net +19,090 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Coston, McIsaac & Partners | 0.36% | Add +4.5% | 76,164 | $1.8M |
| Vermillion Wealth Management, Inc. | 0.05% | New | 9,215 | $217K |
| NBT Bank, N.A. | 0.01% | New | 6,586 | $155K |
| Financial Gravity Companies, Inc. | 0.00% | — | 540 | $13K |
"% of holder's portfolio" is DGSIX's weight in each manager's 13F, not the share of Dfa GLBL All 60/40 Port-Inst the manager owns.