13FBOX
DFA GLOBAL ALLOCATION 2575 I · 13F Institutional Holdings
Options Calculator Rankings
D

DFA GLOBAL ALLOCATION 2575 I

DGTSX
Institutions
3
Combined AUM (Q2 2026)
$444,869
Combined Shares (Q2 2026)
30,724
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+13,785
2 · 2 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-574
1 · 0 Exit · ≈
⚖️ Net
+13,211
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$444,869
Institutions
3
New Buys
2
Adds
0
Reduces
1
Exits
0
Unchanged
0
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Coston, McIsaac & Partners
0.05%0.06%#1$245,26316,939$246,00017,513-574-3.28%Reduce
Vermillion Wealth Management, Inc.
0.02%#2$106,4807,354$00+7,354New Buy
NBT BANK, N.A.
0.01%#3$93,1266,431$00+6,431New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow