Vault-13

DFA GLOBAL ALLOCATION 60/40 I DGSIX

EQUITY FUNDS · Fund of Funds · CUSIP 25434D658

4 institutional holders +1 vs Q1 2026
92,50592.5k shares reported held*
$2.2mreported value*
2 new 1 added 0 reduced 0 sold out net bought ≈ $449.8k (+19.1k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $23.56.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

024Q3 22: 1Q4 22: 1Q1 23: 2Q2 23: 2Q3 23: 2Q4 23: 3Q1 24: 1Q2 24: 2Q3 24: 2Q4 24: 2Q1 25: 3Q2 25: 2Q3 25: 3Q4 25: 2Q1 26: 3Q2 26: 44Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 20221
Q4 20221
Q1 20232
Q2 20232
Q3 20232
Q4 20233
Q1 20241
Q2 20242
Q3 20242
Q4 20242
Q1 20253
Q2 20252
Q3 20253
Q4 20252
Q1 20263
Q2 20264

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
404Q3 24: 0 bought or addedQ3 24: 1 cut or sold outQ4 24: 1 bought or addedQ4 24: 0 cut or sold outQ4 24Q1 25: 1 bought or addedQ1 25: 1 cut or sold outQ2 25: 0 bought or addedQ2 25: 2 cut or sold outQ2 25Q3 25: 1 bought or addedQ3 25: 1 cut or sold outQ4 25: 1 bought or addedQ4 25: 1 cut or sold outQ4 25Q1 26: 1 bought or addedQ1 26: 1 cut or sold outQ2 26: 3 bought or addedQ2 26: 0 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202401
Q4 202410
Q1 202511
Q2 202502
Q3 202511
Q4 202511
Q1 202611
Q2 202630

Biggest buyers

Vermillion Wealth Management, Inc. New +9,215+9.2k
NBT BANK, N.A. New +6,586+6.6k
Coston, McIsaac & Partners Added +3,289+3.3k

Biggest sellers

None

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Coston, McIsaac & Partners 0.36% of their portfolio BAR HARBOR, ME 76,16476.2k $1.8m $1.8m 0.36% Added +3.3k +3,289
2 Vermillion Wealth Management, Inc. 0.05% of their portfolio ROSEMOUNT, MN 9,2159.2k $217.1k $217.1k 0.05% New
3 NBT BANK, N.A. 0.01% of their portfolio NORWICH, NY 6,5866.6k $155.2k $155.2k 0.01% New
4 Financial Gravity Companies, Inc. 0.00% of their portfolio Lakeway, TX 540540 $12.7k $12.7k 0.00% First filing