Stock ownership · SEC 13F · Q4 2025

DIMENSIONAL INTERN SMALL

A breakdown of DIMENSIONAL INTERN SMALL's institutional base (CUSIP 25434V781): the holders, the concentration among them, and what changed last quarter.

$4.7M
Reported value
4
Institutions
100%
Top-5 share

The verdict

$4.7M of DIMENSIONAL INTERN SMALL is reported by 4 institutions as of Q4 2025; ownership is held overwhelmingly by a small core of institutions.

4
institutions hold it
$4.7M
reported 13F value
100%
held by top 5

Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 25434V781 · Q4 2025 $5M reported

VALUE-TRACE · HOLDERS-FOCUS · CONC-DOM · PHOTO-UNK · ACTIVITY-MID · BOOK-MID

  • VALUE-TRACE $4.7M
  • HOLDERS-FOCUS 4 filers
  • CONC-DOM 100% top-5
  • PHOTO-UNK No peer
  • ACTIVITY-MID 4 new
  • BOOK-MID 6Q history

Read with: Ownership concentration guide - DIMENSIONAL INTERN SMALL's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.

Largest institutional holders of DIMENSIONAL INTERN SMALL
  1. 1
    Financially in Tune, LLC $2.3M
  2. 2
    TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC $1.3M
  3. 3
    BDFS Capital LLC $948K
  4. 4
    Strategic Investment Solutions, Inc. /IL $94K

Top 4 reported holders by value · Q4 2025

Institutional ownership over time

The number of institutions reporting a DIMENSIONAL INTERN SMALL position has risen from 1 to 4 over the last 6 quarters of 13F filings.

02468 Q2'24Q4'24Q1'25Q2'25Q3'25Q4'25 4
Distinct 13F filers holding DIMENSIONAL INTERN SMALL, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 Financially in Tune, LLC 61,405 $2.3M 49.7%
2 TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 34,816 $1.3M 28.2%
3 BDFS Capital LLC 24,940 $948K 20.2%
4 Strategic Investment Solutions, Inc. /IL 2,463 $94K 2.0%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among DIMENSIONAL INTERN SMALL's reported holders for Q4 2025, by reported value:

Sole discretion (SOLE)
100.0%

Latest Quarter Activity · Q4 2025

New positions (4)

Financially in Tune, LLC $2.3M
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC $1.3M
BDFS Capital LLC $948K
Strategic Investment Solutions, Inc. /IL $94K

Complete exits (6)

Asset Dedication, LLC exited
Keyes, Stange & Wooten Wealth Management, LLC exited
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) exited
Cherry Tree Wealth Management, LLC exited
TCFG WEALTH MANAGEMENT, LLC exited
CIBC Private Wealth Group LLC exited

Frequently Asked Questions

How many institutions hold DIMENSIONAL INTERN SMALL?▼
DIMENSIONAL INTERN SMALL is held by 4 institutional investors per the latest SEC Form 13F filings as of Q4 2025.
What is the total institutional value of DIMENSIONAL INTERN SMALL?▼
Institutions report $4.7M of DIMENSIONAL INTERN SMALL as of Q4 2025.
How concentrated is ownership of DIMENSIONAL INTERN SMALL?▼
The top five institutional holders account for 100% of the reported institutional value in DIMENSIONAL INTERN SMALL, making ownership held overwhelmingly by a small core of institutions.
Who is the largest institutional holder of DIMENSIONAL INTERN SMALL?▼
Financially in Tune, LLC is the largest reported holder of DIMENSIONAL INTERN SMALL with $2.3M across 61,405 shares as of Q4 2025.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.