As of 30 Sep 2025, 3 institutional investors reported holding 90,703 shares of DFA GLOBAL ALLOCATION 60/40 I - EQUITY FUNDS.
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q3 | 90,703 | $2,090,275 | +$350,139 | $23.06 | 3 |
| 2025 Q2 | 75,521 | $1,664,914 | -$451,484 | $22.05 | 2 |
| 2025 Q1 | 97,010 | $2,013,724 | +$320,189 | $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 | -$80,169,330 | $21.30 | 2 |
| 2024 Q1 | 79,834 | $1,690,000 | -$138,466 | $21.17 | 1 |
| 2023 Q4 | 4,067,646 | $81,920,791 | +$80,207,407 | $20.13 | 2 |
| 2023 Q3 | 85,152 | $1,655,000 | +$102,116 | $19.44 | 1 |
| 2023 Q2 | 779,771 | $15,136,562 | -$29,253,594 | $19.61 | 2 |
| 2023 Q1 | 2,290,598 | $44,207,747 | -$8,372 | $19.30 | 2 |
| 2022 Q4 | 83,844 | $1,554,000 | -$704 | $18.53 | 1 |
| 2022 Q3 | 83,882 | $1,498,000 | +$1,497,998 | $17.86 | 1 |
| 2022 Q1 | 0 | $0 | -$66,000 | $23.06 | 0 |
| 2021 Q4 | 3,000 | $66,000 | +$66,000 | $22.00 | 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 | +$198,921 | $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 | $0 | $15.97 | 1 |