DIMENSIONAL INVESTMENT GROUP INC - DGSIX
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 | Added to | 76,164 | 1,794 | 0.36% | 0.36% | 1 | +3,289 | 4.51% | Q2 2026 | Aug 12, 2026 |
| Vermillion Wealth Management, Inc. | History | New | 9,215 | 217 | 0.05% | — | 2 | +9,215 | New | Q2 2026 | Jul 15, 2026 |
| NBT BANK, N.A. | History | New | 6,586 | 155 | 0.01% | — | 3 | +6,586 | New | Q2 2026 | Jul 29, 2026 |
| McIlrath & Eck, LLC | History | No change | 627 | 13 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Financial Gravity Companies, Inc. | History | New | 540 | 12 | 0.0% | — | 5 | +540 | New | Q2 2026 | Aug 05, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 540 | 11 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q1 2026 | May 08, 2026 |