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DFA Global Allocation 60/40 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
Shares73,313 from 76,164
Change-2,851 (-4%)
Value$1.7M (+$1.7M)
Filed 2026-11-06
NBT Bank, N.A.
INCREASED
Shares6,593 from 6,586
Change+7 (+0%)
Value$154.2K (-$960)
Filed 2026-10-21
Vermillion Wealth Management, Inc.
DECREASED
Shares359 from 9,215
Change-8,856 (-96%)
Value$8.4K (-$208.7K)
Filed 2026-10-26
Financial Gravity Companies, Inc.
N/A
Shares— from 540
Change-540 (-100%)
Value—
Status
Coston, McIsaac & Partners
DECREASED73,31376,164-2,851-4%$1.8K$1.7M+$1.7M2026-11-06
NBT Bank, N.A.
INCREASED6,5936,586+7+0%$155.2K$154.2K-$9602026-10-21
Vermillion Wealth Management, Inc.
DECREASED3599,215-8,856-96%$217.1K$8.4K-$208.7K2026-10-26
Financial Gravity Companies, Inc.
N/A—540-540-100%$12.7K———
Showing 4 of 4 institutions