CUSIP 25434D658
DFA GLOBAL ALLOCATION 60/40 I
5 institutions · $11.5M total · 661,787 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Strategic Investment Solutions, Inc. /IL | 570,119 | $11.0M | 86.14% | 2023-09-30 |
| 2 | Vermillion Wealth Management, Inc. | 17,642 | $406.8K | 2.66% | 2025-09-30 |
| 3 | Financial Gravity Companies, Inc. | 540 | $11.9K | 0.08% | 2025-06-30 |
| 4 | Financial Gravity Asset Management, Inc. | 540 | $11.9K | 0.08% | 2025-12-31 |
| 5 | Coston, McIsaac & Partners | 72,946 | $1.6K | 11.02% | 2025-12-31 |