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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Diversified Trust Co | History | No change | 30,182 | 1,307 | 0.02% | 0.03% | 1 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Westside Investment Management, Inc. | History | No change | 4,124 | 180 | 0.03% | 0.03% | 2 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Coston, McIsaac & Partners | History | Added to | 2,775 | 120 | 0.03% | 0.03% | 3 | +7 | 0.25% | Q1 2026 | Apr 22, 2026 |
| Oakworth Capital, Inc. | History | Added to | 2,717 | 117 | 0.01% | 0.01% | 4 | +7 | 0.26% | Q1 2026 | Apr 24, 2026 |
| Motiv8 Investments LLC | History | No change | 977 | 44 | 0.02% | 0.02% | 5 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |