DGEIX Institutional Ownership & Shareholders
DFA GLOBAL EQUITY PORT-INST (DGEIX) is currently held by 4 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $20.63M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Coston, Mcisaac & Partners is currently the largest disclosed institutional shareholder of DGEIX tracked by InsiderSet, reporting ownership valued at approximately $19.50M in its June 30, 2026 SEC Form 13F filing.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed DGEIX value among the investors covered in this analysis. Major shareholders include Coston, Mcisaac & Partners, Nbt Bank N A, Mcilrath & Eck, Llc, and several other long-term asset managers with concentrated positions in DFA GLOBAL EQUITY PORT-INST (DGEIX).
This page ranks the largest institutional DGEIX shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
4
Total Reported Value
$20.63M
Largest Holder
Coston, Mcisaac & Partners
Largest Position
$19.50M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
4
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Coston, Mcisaac & Partners | 3.92% | 439,939 | $19,497,000 | — | — | — | |
| Nbt Bank N A | 0.06% | 20,762 | $922,434 | — | — | — | |
| Mcilrath & Eck, Llc | 0.01% | 4,293 | $169,319 | — | — | — | |
| Vermillion Wealth Management, Inc. | 0.04% | 849 | $37,539 | — | — | — |
Frequently asked questions about DGEIX
Who are the largest institutional holders of DGEIX?
The largest institutional holders of DGEIX reported in the latest SEC Form 13F filings include Coston, Mcisaac & Partners, Nbt Bank N A, Mcilrath & Eck, Llc, and Vermillion Wealth Management, Inc.. InsiderSet ranks institutional holders by their latest reported DGEIX position.
What is DGEIX institutional ownership?
This page tracks DGEIX positions reported by institutional investment managers through SEC Form 13F. DFA GLOBAL EQUITY PORT-INST (DGEIX) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own DGEIX?
InsiderSet currently tracks 4 institutional managers reporting DGEIX holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of DGEIX shareholders.
How much DGEIX stock do institutions own?
Institutional investment managers disclosed approximately $20.63M in DGEIX holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was DGEIX institutional ownership last updated?
The latest DGEIX institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional DGEIX holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its DGEIX position after the reporting date.
Are institutions buying or selling DGEIX?
Institutional buying and selling can be analyzed by comparing DGEIX positions across consecutive 13F reporting periods. InsiderSet's DGEIX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View DGEIX ownership changes.
How has DGEIX institutional ownership changed over time?
InsiderSet tracks DGEIX institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.