13FBOX
DFA FIVE YEAR GLOBAL · 13F Institutional Holdings
Options Calculator Rankings
D

DFA FIVE YEAR GLOBAL

DFGBX
Institutions
2
Combined AUM (Q2 2026)
$1.5M
Combined Shares (Q2 2026)
147,678
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+1,962
2 · 1 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-0
0 · 0 Exit · ≈
⚖️ Net
+1,962
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$1.5M
Institutions
2
New Buys
1
Adds
1
Reduces
0
Exits
0
Unchanged
0
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Coston, McIsaac & Partners
0.3%0.34%#1$1.5M147,021$1.5M145,716+1,305+0.90%Add
NBT BANK, N.A.
<0.01%#2$6,608657$00+657New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow