Dfa GLBL All 60/40 Port-InstDGSIX
13F holders, Q4 2025 (December 31)2holders −1
0new positions
1sold out
$21.94avg. 13F price*
At the end of Q4 2025, 2 institutions reported holding Dfa GLBL All 60/40 Port-Inst (DGSIX) in their 13F filings, down 1 from Q3 2025. 0 opened new positions and 1 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 (Q4 2025)
- CUSIP
- 25434D658
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $407K |
All 13F filers, Q3 2025 → Q4 2025: 3,489 shares bought and 17,642 shares sold, net −14,153 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Coston, McIsaac & Partners | 0.39% | Add +4.8% | 76,010 | $1.7M |
| Financial Gravity Asset Management, Inc. | 0.00% | No change | 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.