DIMENSIONAL INVESTMENT GROUP INC - DFUSX
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Vermillion Wealth Management, Inc. | History | New | 62,518 | 3,111 | 0.73% | — | 1 | +62,518 | New | Q2 2026 | Jul 15, 2026 |
| Diversified Trust Co | History | No change | 30,182 | 1,502 | 0.02% | 0.02% | 2 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Westside Investment Management, Inc. | History | No change | 4,124 | 205 | 0.03% | 0.03% | 3 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Coston, McIsaac & Partners | History | Added to | 2,776 | 138 | 0.03% | 0.03% | 4 | +1 | 0.04% | Q2 2026 | Aug 12, 2026 |
| Oakworth Capital, Inc. | History | Reduced | 2,136 | 106 | 0.01% | 0.01% | 5 | -581 | -21.38% | Q2 2026 | Jul 22, 2026 |
| NBT BANK, N.A. | History | New | 1,847 | 91 | 0.01% | — | 6 | +1,847 | New | Q2 2026 | Jul 29, 2026 |