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DFA Global Allocation 25/75 I
CUSIP: 25434D633 | 8 institutional holders
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Q3 2026
Q2 2026
Q1 2026
Q4 2025
Q3 2025
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Institutional Holders — Q3 2026
Sort by
Shares — high to low
Value — high to low
% Portfolio — high to low
Institution — A to Z
Coston, McIsaac & Partners
16,727
0.0% of portfolio
›
$238.4K
Vermillion Wealth Management, Inc.
7,427
0.1% of portfolio
›
$105.8K
NBT Bank, N.A.
6,496
0.0% of portfolio
›
$92.6K
Institution
Shares ↓
Value
% Port.
Style
Turnover
Location
Filed
Coston, McIsaac & Partners
16,727
$238.4K
0.0%
Yield
Very Low
Bar Harbor, ME
2026-11-06
Vermillion Wealth Management, Inc.
7,427
$105.8K
0.1%
Value
Low
Rosemount, MN
2026-10-26
NBT Bank, N.A.
6,496
$92.6K
0.0%
Core
Low
Norwich, NY
2026-10-21