Institutional Ownership
Dfa Global Allocation 60/40 I
CUSIP 25434D658EQUITY FUNDSDGSIXQ1 2026
Institutional Holders
3
13F filers
Shares Held
74.0K
Aggregate institutional
Institutional Value
$27.1K
Q1 2026
Net New Holders
+1
1 new · 0 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions1
Increased0
Decreased1
Sold out0
Institutional Holders
3 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Mcilrath & Eck, LLC | 627 | $13.7K | +627 | New |
| 2 | Financial Gravity Asset Management, Inc. | 540 | $11.8K | 0 | Held |
| 3 | Coston, Mcisaac & Partners | 72.9K | $1.6K | −3.1K | Reduced |