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DFA Global Allocation 25/75 I

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Coston, McIsaac & Partners
DECREASED
Shares16,727 from 16,939
Change-212 (-1%)
Value$238.4K (+$238.1K)
Filed 2026-11-06
Vermillion Wealth Management, Inc.
INCREASED
Shares7,427 from 7,354
Change+73 (+1%)
Value$105.8K (-$643)
Filed 2026-10-26
NBT Bank, N.A.
INCREASED
Shares6,496 from 6,431
Change+65 (+1%)
Value$92.6K (-$497)
Filed 2026-10-21
Status
Coston, McIsaac & Partners
DECREASED16,72716,939-212-1%$245$238.4K+$238.1K2026-11-06
Vermillion Wealth Management, Inc.
INCREASED7,4277,354+73+1%$106.5K$105.8K-$6432026-10-26
NBT Bank, N.A.
INCREASED6,4966,431+65+1%$93.1K$92.6K-$4972026-10-21
Showing 3 of 3 institutions