Dfa GLBL All 60/40 Port-InstDGSIX
13F holders, Q3 2024 (September 30)2holders
0new positions
0sold out
$22.26avg. 13F price*
At the end of Q3 2024, 2 institutions reported holding Dfa GLBL All 60/40 Port-Inst (DGSIX) in their 13F filings, unchanged from Q2 2024. 0 opened new positions and 0 sold out. The largest holders were Coston, McIsaac & Partners ($1.8M) and Financial Gravity Companies, Inc. ($12K).
- Company
- Dfa GLBL All 60/40 Port-Inst
- Filed as
- DFA GLOBAL ALLOCATION 60/40 I (Q3 2024)
- CUSIP
- 25434D658
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q2 2024 → Q3 2024: 561 shares sold, net −561 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Coston, McIsaac & Partners | 0.50% | Reduce -0.7% | 79,365 | $1.8M |
| Financial Gravity Companies, Inc. | 0.00% | — | 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.