Dfa GLBL All 60/40 Port-InstDGSIX
13F holders, Q4 2024 (December 31)2holders
0new positions
0sold out
$20.91avg. 13F price*
At the end of Q4 2024, 2 institutions reported holding Dfa GLBL All 60/40 Port-Inst (DGSIX) in their 13F filings, unchanged from Q3 2024. 0 opened new positions and 0 sold out. The largest holders were Coston, McIsaac & Partners ($1.7M) and Financial Gravity Companies, Inc. ($11K).
- Company
- Dfa GLBL All 60/40 Port-Inst
- Filed as
- DFA GLOBAL ALLOCATION 60/40 I (Q4 2024)
- CUSIP
- 25434D658
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q3 2024 → Q4 2024: 1,691 shares bought, net +1,691 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Coston, McIsaac & Partners | 0.50% | Add +2.1% | 81,056 | $1.7M |
| Financial Gravity Companies, Inc. | 0.00% | No change | 540 | $11K |
"% 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.