Dfa GLBL All 25/75 Port-IDGTSX
13F holders, Q1 2025 (March 31)2holders +1
1new positions
0sold out
$13.78avg. 13F price*
At the end of Q1 2025, 2 institutions reported holding Dfa GLBL All 25/75 Port-I (DGTSX) in their 13F filings, up 1 from Q4 2024. 1 opened new positions and 0 sold out. The largest holders were Coston, McIsaac & Partners ($269K) and Vermillion Wealth Management, Inc. ($99K).
- Company
- Dfa GLBL All 25/75 Port-I
- Filed as
- DFA GLOBAL ALLOCATION 25/75 I (Q1 2025)
- CUSIP
- 25434D633
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $99K |
| Exits | 0 | $0 |
All 13F filers, Q4 2024 → Q1 2025: 7,192 shares bought and 956 shares sold, net +6,236 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Coston, McIsaac & Partners | 0.08% | Reduce -4.7% | 19,530 | $269K |
| Vermillion Wealth Management, Inc. | 0.03% | New | 7,192 | $99K |
"% 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.