4 institutions reported holding $1.7M of DIMENSIONAL INVT GROUP INC (DFUSX) in SEC 13F filings for 2026-03-31. Largest institutional holders: Diversified Trust Co ($1.3M), Westside Investment Management, Inc. ($180,137), Coston, McIsaac & Partners ($120,000), OAKWORTH CAPITAL, INC. ($117,682). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Diversified Trust Co | $1.3M | 30,182 | Hold |
| 2 | Westside Investment Management, Inc. | $180,137 | 4,124 | Hold |
| 3 | Coston, McIsaac & Partners | $120,000 | 2,775 | Added |
| 4 | OAKWORTH CAPITAL, INC. | $117,682 | 2,717 | Added |
Source: SEC Form 13F filings · as of 2026-03-31