DFA GLOBAL ALLOCATION 60/40 I - EQUITY FUNDS

Historical Holders from Q1 2014 to Q3 2025

Type / Class
Equity / EQUITY FUNDS
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares, excl. options
90,703
Holdings value
$2,090,275
% of all portfolios
0%
Number of holders
3
Number of buys
1
Number of sells
-1
Average buys %
+0%
Average sells %
-0%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Institutional Holders of DFA GLOBAL ALLOCATION 60/40 I - EQUITY FUNDS

Period Reported Shares, Excl. Options Value, Excl. Options Change Price Investors
2025 Q3 90,703 $2,090,275 +$350,139 $23.06 3
2025 Q2 75,521 $1,664,914 -$451,483 $22.05 2
2025 Q1 97,010 $2,013,724 +$320,187 $20.77 3
2024 Q4 81,596 $1,706,298 +$35,361 $20.92 2
2024 Q3 79,905 $1,779,032 -$12,490 $22.27 2
2024 Q2 80,466 $1,713,509 -$80,169,323 $21.3 2
2024 Q1 79,834 $1,690,000 -$997,593 $21.17 1
2023 Q4 4,077,366 $82,779,918 +$80,207,400 $20.14 3
2023 Q3 94,872 $2,514,127 -$13,448,446 $53.91 2
2023 Q2 779,771 $15,136,562 -$29,253,531 $19.61 2
2023 Q1 2,290,598 $44,207,747 +$42,590,375 $19.3 2
2022 Q4 83,844 $1,554,000 -$704 $18.53 1
2022 Q3 83,882 $1,498,000 +$1,498,000 $17.86 1
2022 Q1 0 $0 -$66,000 0
2021 Q4 3,000 $66,000 +$66,000 $22 1
2017 Q1 35,897 $602,705 +$128,929 $16.79 1
2016 Q4 28,218 $457,418 +$82,850 $16.21 1
2016 Q3 23,107 $372,484 +$198,920 $16.12 1
2016 Q2 10,767 $167,747 +$857 $15.58 1
2016 Q1 10,712 $165,278 +$50,747 $15.43 1
2015 Q4 7,423 $112,534 -$1,261,045 $15.16 1
2015 Q3 91,842 $1,371,962 +$1,262,374 $14.94 2
2015 Q2 7,335 $116,766 +$398 $15.92 1
2015 Q1 7,310 $116,737 +$116,737 $15.97 1
2014 Q1 7,310 $116,737 $15.97 1