DIMENSIONAL INVESTMENT GROUP INC - DGEIX
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Coston, McIsaac & Partners | History | Reduced | 429,038 | 18,972 | 3.86% | 3.92% | 1 | -10,901 | -2.48% | Q3 2026 | Nov 06, 2026 |
| NBT BANK, N.A. | History | Reduced | 20,762 | 922 | 0.06% | 0.07% | 2 | -3,882 | -15.75% | Q3 2026 | Oct 21, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 849 | 37 | 0.04% | 0.01% | 3 | +2 | 0.24% | Q3 2026 | Oct 26, 2026 |