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DFA Global Allocation 60/40 I

CUSIP: 25434D658 | 11 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Coston, McIsaac & Partners73,313
0.3% of portfolio›$1.7M
NBT Bank, N.A.6,593
0.0% of portfolio›$154.2K
Vermillion Wealth Management, Inc.359
0.0% of portfolio›$8.4K
StyleTurnoverLocationFiled
Coston, McIsaac & Partners
73,313$1.7M0.3%YieldVery LowBar Harbor, ME2026-11-06
NBT Bank, N.A.
6,593$154.2K0.0%CoreLowNorwich, NY2026-10-21
Vermillion Wealth Management, Inc.
359$8.4K0.0%ValueLowRosemount, MN2026-10-26