13F Insight
DOSSIER · 13F Holders · Q3 2026
DGTSX

DFA GLOBAL ALLOCATION 25/75 I

3 institutions still hold DFA GLOBAL ALLOCATION 25/75 I as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 25434D633·3 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$437K
visible holders
Holders
3
filers reporting
Concentration
54.57%
Coston, McIsaac & Partners #1
top holder share
AI Holders Summary · Q3 2026

3 institutions reported DGTSX in Q3 2026. Coston, McIsaac & Partners leads at 54.6% 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
$238K17K0.05%Q3 202602
Vermillion Wealth Management, Inc.
CIK 0001737012
$106K7K0.12%Q3 202603
NBT BANK N A /NY
CIK 0000898413
$93K6K0.01%Q3 2026