Stock Analysis
Data Source: SEC EDGAR 13F
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DFA GLOBAL ALLOCATION 60/40 I (DGSIX)

3 + Investors. Track Smart Money conviction in DGSIX. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
1Q ▲
Buyers last Q
50%

Smart Money Signals — DGSIX

Based on 3 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added DGSIX than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
3 hedge funds hold DGSIX right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding DGSIX is almost the same as a year ago (+0 funds, +0% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 50% buying

1 buying1 selling
Last quarter: 1 funds bought or added vs 1 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~1 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 1 → 2 → 0 → 1. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 33% long-term, 33% new

33% conviction (2yr+) 33% medium 33% new
Of the 3 current holders: 1 (33%) held >2 years, 1 held 1–2 years, and 1 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
⚠️

Saturation — most institutions already know this story

2 → 1 → 2 → 0 → 1 new funds/Q
New funds entering each quarter: 1 → 2 → 0 → 1. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.
🏛️

Deep conviction — 67% of holders stayed 2+ years

67% veterans 0% 1-2yr 33% new
Of 3 current holders: 2 (67%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
📋

Smaller funds dominant — 0% AUM from top-100

0% from top-100 AUM funds
0 of 3 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — DGSIX

In 2026 Q1, 1 hedge fund were net buyers of DGSIX (1 opened a brand-new position), while 1 reduced or exited (1 trimmed their position) — a 50% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 3.

Hedge Fund Ownership: DGSIX

How many hedge funds hold DGSIX — quarterly history vs. share price
Quarterly hedge fund ownership of DGSIX vs. share price

Market Analysis: DGSIX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DGSIX

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy DFA GLOBAL ALLOCATION 60/40 I (DGSIX) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much DGSIX has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 58d ago
DGSIX
+7.7%
SPY
+15.4%

DGSIX outperformed SPY by -7.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 13d ago
DGSIX
+1.6%
SPY
+1.5%

Since the filing became public, DGSIX outperformed SPY by +0.1% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

0 top-rated funds 0 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.1
/ 10
conviction
Hedge Fund Positioning: DGSIX
3 + Investors

Track Smart Money conviction in DGSIX. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 3 2 50.0%
13F Shares 74K 77K -3.28%
Total Value $2M $2M -3.59%
New Positions 1 0 +1
Increased Positions 0 1 -1
Closed Positions 0 1 -1
Reduced Positions 1 0 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DGSIX

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Financial Highlights

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Institutional Holders (2026 Q1)

3 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in DGSIX. Verified SEC 13F-HR filings.

QUARTER:
Top 3 institutional holders of DGSIX — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Coston, McIsaac & Partners 0.36% 72,875 $1.6M
2 Financial Gravity Asset Management, Inc. 0.00% 540 $12K
3 McIlrath & Eck, LLC 0.00% 627 $14K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — DFA GLOBAL ALLOCATION 60/40 I (DGSIX)

What does the Smart Money Trend signal show for DGSIX?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added DGSIX than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for DGSIX?

Slight buying edge — 50% buying: Last quarter: 1 funds bought or added vs 1 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for DGSIX holders?

Smaller funds dominant — 0% AUM from top-100: 0 of 3 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held DGSIX?

Mixed — 33% long-term, 33% new: Of the 3 current holders: 1 (33%) held >2 years, 1 held 1–2 years, and 1 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Is it too late to buy DFA GLOBAL ALLOCATION 60/40 I (DGSIX) following the 2026 Q1 hedge fund 13F filings?

As of today, DGSIX has moved +1.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.5% for the SPY sector ETF — an outperformance of +0.1%. Since the quarter end (March 31, 2026), DGSIX has gained +7.7% vs +15.4% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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