Dfa GLBL All 25/75 Port-IDGTSX
13F holders, Q2 2026 (June 30)3holders +2
2new positions
0sold out
$14.47avg. 13F price*
At the end of Q2 2026, 3 institutions reported holding Dfa GLBL All 25/75 Port-I (DGTSX) in their 13F filings, up 2 from Q1 2026. 2 opened new positions and 0 sold out. The largest holders were Coston, McIsaac & Partners ($245K), Vermillion Wealth Management, Inc. ($106K) and NBT Bank, N.A. ($93K).
- Company
- Dfa GLBL All 25/75 Port-I
- Filed as
- DFA GLOBAL ALLOCATION 25/75 I (Q2 2026)
- CUSIP
- 25434D633
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $200K |
| Exits | 0 | $0 |
All 13F filers, Q1 2026 → Q2 2026: 13,785 shares bought and 574 shares sold, net +13,211 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Coston, McIsaac & Partners | 0.05% | Reduce -3.3% | 16,939 | $245K |
| Vermillion Wealth Management, Inc. | 0.03% | New | 7,354 | $106K |
| NBT Bank, N.A. | 0.01% | New | 6,431 | $93K |
"% of holder's portfolio" is DGTSX's weight in each manager's 13F, not the share of Dfa GLBL All 25/75 Port-I the manager owns.