3 institutions reported holding $1.8M of DIMENSIONAL INVT GROUP INC (DFIVX) in SEC 13F filings for 2026-06-30. Largest institutional holders: Diversified Trust Co ($1.7M), Coston, McIsaac & Partners ($73,000), NBT BANK N A /NY ($34,108). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Diversified Trust Co | $1.7M | 54,389 | Hold |
| 2 | Coston, McIsaac & Partners | $73,000 | 2,372 | Added |
| 3 | NBT BANK N A /NY | $34,108 | 1,094 | New |
Source: SEC Form 13F filings · as of 2026-06-30