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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Westside Investment Management, Inc. | History | No change | 4,124 | 211 | 0.03% | 0.03% | 1 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Coston, McIsaac & Partners | History | Added to | 2,777 | 141 | 0.03% | 0.03% | 2 | +1 | 0.04% | Q3 2026 | Nov 06, 2026 |
| Oakworth Capital, Inc. | History | Added to | 2,142 | 108 | 0.01% | 0.01% | 3 | +6 | 0.28% | Q3 2026 | Oct 26, 2026 |
| Vermillion Wealth Management, Inc. | History | Reduced | 1,993 | 101 | 0.12% | 0.73% | 4 | -60,525 | -96.81% | Q3 2026 | Oct 26, 2026 |
| NBT BANK, N.A. | History | Reduced | 1,481 | 75 | 0.01% | 0.01% | 5 | -366 | -19.82% | Q3 2026 | Oct 21, 2026 |
| Diversified Trust Co | History | Closed out | 0 | 0 | — | 0.02% | — | -30,182 | -100.0% | Q3 2026 | Nov 06, 2026 |