DGSIX DFA GLOBAL ALLOCATION 60/40 I: institutional ownership and insider trading

6 funds reported holding $2.20M of DFA GLOBAL ALLOCATION 60/40 I in their latest 13F filings; in Q2 2026 funds net bought $450K, with 2 new positions and 0 funds selling out.

Largest institutional holders of DGSIX

  1. Coston, McIsaac & Partners — $1.79M
  2. Vermillion Wealth Management, Inc. — $217K
  3. NBT BANK, N.A. — $154K
  4. McIlrath & Eck, LLC — $13.7K
  5. Financial Gravity Companies, Inc. (FGCO) — $12.7K
  6. Financial Gravity Asset Management, Inc. — $11.8K

All DGSIX 13F holders