DIMENSIONAL INVESTMENT GROUP INC - DFIVX
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Diversified Trust Co | History | No change | 54,389 | 1,695 | 0.03% | 0.03% | 1 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Coston, McIsaac & Partners | History | Added to | 2,372 | 73 | 0.01% | 0.02% | 2 | +27 | 1.15% | Q2 2026 | Aug 12, 2026 |
| NBT BANK, N.A. | History | New | 1,094 | 34 | 0.0% | — | 3 | +1,094 | New | Q2 2026 | Jul 29, 2026 |