DGSIX
DFA Global Allocation 60/40 Portfolio
1W: -0.7%
1M: -1.9%
3M: -1.1%
YTD: +5.9%
1Y: +1.2%
3Y: +27.1%
5Y: +14.2%
$23.48
+0.11 (+0.47%)
Weekly Expected Move ±1.0%
$23
$23
$23
$24
$24
Institutional Ownership — DGSIX
4
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
2M
Total Invested
3
New Positions
1
Increased
0
Reduced
0
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (6 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Coston, McIsaac & Partners | 76,164 | $2M | +3,289 | +4.5% | 16Q | SEC ↗ |
| 2 | Vermillion Wealth Management, Inc. NEW | 9,215 | $216K | — | +0.0% | 1Q | SEC ↗ |
| 3 | NBT BANK, N.A. NEW | 6,586 | $155K | — | +0.0% | 1Q | SEC ↗ |
| 4 | McIlrath & Eck, LLC NEW | 627 | $15K | — | +0.0% | 1Q | SEC ↗ |
| 5 | Financial Gravity Companies, Inc. NEW | 540 | $13K | — | +0.0% | 1Q | SEC ↗ |
| 6 | Financial Gravity Asset Management, In | 540 | $13K | — | +0.0% | 3Q | SEC ↗ |
Recent Activity
New Positions (4)
| Holder | Shares | Value |
|---|---|---|
| Vermillion Wealth Management, Inc. | 9,215 | $216K |
| NBT BANK, N.A. | 6,586 | $155K |
| McIlrath & Eck, LLC | 627 | $15K |
| Financial Gravity Companies, Inc. | 540 | $13K |
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (1)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Coston, McIsaac & Partners | +3,289 | +4.5% | 76,164 |
Biggest Decreases (0)
None.