4 institutions reported holding $2.2M of DFA GLOBAL ALLOCATION 60/40 I (DGSIX) in SEC 13F filings for 2026-06-30. Largest institutional holders: Coston, McIsaac & Partners ($1.8M), Vermillion Wealth Management, Inc. ($217,104), NBT BANK N A /NY ($155,168), Financial Gravity Companies, Inc. ($12,724). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Coston, McIsaac & Partners | $1.8M | 76,164 | Added |
| 2 | Vermillion Wealth Management, Inc. | $217,104 | 9,215 | New |
| 3 | NBT BANK N A /NY | $155,168 | 6,586 | New |
| 4 | Financial Gravity Companies, Inc. | $12,724 | 540 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30