DGTSX — Dfa Global Allocation 25/75 I Institutional Holders · Q2 2026
Who owns Dfa Global Allocation 25/75 I (DGTSX)? 3 institutions reported holding $444,606 in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Coston, McIsaac & Partners ($245,000), Vermillion Wealth Management, Inc. ($106,480), Nbt Bank N A ($93,126).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Coston, McIsaac & Partners | $245,000 | 16,939 | Trimmed |
| 2 | Vermillion Wealth Management, Inc. | $106,480 | 7,354 | New |
| 3 | NBT BANK N A /NY | $93,126 | 6,431 | New |
Source: SEC Form 13F filings · as of 2026-06-30