Dfa GLBL All 60/40 Port-InstDGSIX
13F holders, Q1 2025 (March 31)3holders +1
1new positions
0sold out
$20.76avg. 13F price*
At the end of Q1 2025, 3 institutions reported holding Dfa GLBL All 60/40 Port-Inst (DGSIX) in their 13F filings, up 1 from Q4 2024. 1 opened new positions and 0 sold out. The largest holders were Coston, McIsaac & Partners ($1.6M), Vermillion Wealth Management, Inc. ($363K) and Financial Gravity Asset Management, Inc. ($11K).
- Company
- Dfa GLBL All 60/40 Port-Inst
- Filed as
- DFA GLOBAL ALLOCATION 60/40 I (Q1 2025)
- CUSIP
- 25434D658
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $363K |
| Exits | 0 | $0 |
All 13F filers, Q4 2024 → Q1 2025: 17,453 shares bought and 2,039 shares sold, net +15,414 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Coston, McIsaac & Partners | 0.48% | Reduce -2.5% | 79,017 | $1.6M |
| Vermillion Wealth Management, Inc. | 0.11% | New | 17,453 | $363K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 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.