Dfa GLBL All 60/40 Port-InstDGSIX
13F holders, Q2 2024 (June 30)2holders +1
1new positions
0sold out
$21.29avg. 13F price*
At the end of Q2 2024, 2 institutions reported holding Dfa GLBL All 60/40 Port-Inst (DGSIX) in their 13F filings, up 1 from Q1 2024. 1 opened new positions and 0 sold out. The largest holders were Coston, McIsaac & Partners ($1.7M) and Financial Gravity Asset Management, Inc. ($12K).
- Company
- Dfa GLBL All 60/40 Port-Inst
- Filed as
- DFA GLOBAL ALLOCATION 60/40 I (Q2 2024)
- CUSIP
- 25434D658
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $12K |
| Exits | 0 | $0 |
All 13F filers, Q1 2024 → Q2 2024: 632 shares bought, net +632 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Coston, McIsaac & Partners | 0.54% | Add +0.1% | 79,926 | $1.7M |
| Financial Gravity Asset Management, Inc. | 0.00% | New | 540 | $12K |
"% 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.