DFUSX

DIMENSIONAL INVT GROUP INC

Institutional Ownership · Q4 2025

Filing: Q4 2025

DIMENSIONAL INVT GROUP INC (DFUSX) is held by 6 institutional investors with combined holdings of $23M. Major holders include Coston, McIsaac & Partner, Diversified Trust Co, Westside Investment Manag.

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Institutional Holders

Total Value

$23.3M

Ownership %

—

🏦 Top Institutional Holders

Coston, McIsaac & Partners

Westside Investment Management, Inc.

4.1K shares

$187.6K

Oakworth Capital, Inc.

2.7K shares

$123.0K

Kohmann Bosshard Financial Services, LLC

1.4K shares

$39.2K

📊 Financials

Income statement, balance sheet, and cash flow from SEC filings.

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