DOSSIER · 13F Holders · Q4 2025
DGSIX

DFA GLOBAL ALLOCATION 60/40 I

6 institutions still hold DFA GLOBAL ALLOCATION 60/40 I as of Q4 2025. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 25434D658·6 13F holders·last filed Dec 31, 2025
Market cap
13F value held
$2M
visible holders
Holders
6
filers reporting
Concentration
80.25%
Coston, McIsaac & Partners #1
top holder share
AI Holders Summary · Q4 2025

6 institutions reported DGSIX in Q4 2025. Coston, McIsaac & Partners leads at 80.2% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Coston, McIsaac & Partners
CIK 0001945037
$2M76K0.39%Q4 2025
02
Vermillion Wealth Management, Inc.
CIK 0001737012
$217K9K0.05%Q2 2026
03
NBT BANK N A /NY
CIK 0000898413
$155K7K0.01%Q2 2026
04
McIlrath & Eck, LLC
CIK 0001701714
$14K6270.00%Q1 2026
05
Financial Gravity Companies, Inc.
CIK 0001377167
$13K5400.00%Q2 2026
06
Financial Gravity Asset Management, Inc.
CIK 0001741736
$12K5400.00%Q1 2026