3 institutions reported holding $1.6M of DFA GLOBAL ALLOCATION 60/40 PORTFOLIO INSTITUTIONAL CLASS (DGSIX) in SEC 13F filings for 2026-03-31. Largest institutional holders: Coston, McIsaac & Partners ($1.6M), McIlrath & Eck, LLC ($13,718), Financial Gravity Asset Management, Inc. ($11,816). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Coston, McIsaac & Partners | $1.6M | 72,875 | Trimmed |
| 2 | McIlrath & Eck, LLC | $13,718 | 627 | New |
| 3 | Financial Gravity Asset Management, Inc. | $11,816 | 540 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31