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 | Reduced | 30,182 | 1,370 | 0.03% | 0.03% | 1 | -801 | -2.59% | Q4 2025 | Jan 09, 2026 |
| Westside Investment Management, Inc. | History | No change | 4,124 | 187 | 0.03% | 0.03% | 2 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Coston, McIsaac & Partners | History | Added to | 2,768 | 125 | 0.03% | 0.03% | 3 | +7 | 0.25% | Q4 2025 | Feb 03, 2026 |
| Oakworth Capital, Inc. | History | Added to | 2,710 | 123 | 0.01% | 0.01% | 4 | +8 | 0.3% | Q4 2025 | Jan 30, 2026 |
| Motiv8 Investments LLC | History | New | 977 | 44 | 0.02% | — | 5 | +977 | New | Q4 2025 | Feb 13, 2026 |
| Vermillion Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 1.81% | — | -150,884 | -100.0% | Q3 2025 | Oct 23, 2025 |
| KELLEHER FINANCIAL ADVISORS | History | Closed out | 0 | 0 | — | 0.03% | — | -2,500 | -100.0% | Q3 2025 | Nov 14, 2025 |