Stock ownership · SEC 13F · Q4 2025

DIMENSIONAL US HIGH

Who owns DIMENSIONAL US HIGH (CUSIP 25434V831)? A look at the institutions behind it, how tightly they hold it, and the latest quarter's moves.

$16.7M
Reported value
4
Institutions
100%
Top-5 share

The verdict

As of Q4 2025, 4 institutions report $16.7M in DIMENSIONAL US HIGH positions, ownership that is dominated by its top few institutional owners.

4
institutions hold it
$16.7M
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 25434V831 · Q4 2025 $17M reported

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

  • VALUE-TRACE $16.7M
  • HOLDERS-FOCUS 4 filers
  • CONC-DOM 100% top-5
  • PHOTO-UNK No peer
  • ACTIVITY-QUIET 0 new
  • BOOK-MID 6Q history

Read with: Ownership concentration guide - DIMENSIONAL US HIGH'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 US HIGH
  1. 1
    Lynch Investment Planning, LLC $8.8M
  2. 2
    TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC $4.1M
  3. 3
    BDFS Capital LLC $3.8M
  4. 4
    Strategic Investment Solutions, Inc. /IL $36K

Top 4 reported holders by value · Q4 2025

Institutional ownership over time

The number of institutions reporting a DIMENSIONAL US HIGH position has risen from 2 to 4 over the last 6 quarters of 13F filings.

0123456 Q1'24Q2'24Q1'25Q2'25Q3'25Q4'25 4
Distinct 13F filers holding DIMENSIONAL US HIGH, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 Lynch Investment Planning, LLC 230,470 $8.8M 52.5%
2 TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 106,954 $4.1M 24.4%
3 BDFS Capital LLC 100,842 $3.8M 23.0%
4 Strategic Investment Solutions, Inc. /IL 946 $36K 0.2%

Investment Discretion

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

Sole discretion (SOLE)
100.0%

Frequently Asked Questions

How many institutions hold DIMENSIONAL US HIGH?▼
DIMENSIONAL US HIGH 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 US HIGH?▼
Institutions report $16.7M of DIMENSIONAL US HIGH as of Q4 2025.
How concentrated is ownership of DIMENSIONAL US HIGH?▼
The top five institutional holders account for 100% of the reported institutional value in DIMENSIONAL US HIGH, making ownership dominated by its top few institutional owners.
Who is the largest institutional holder of DIMENSIONAL US HIGH?▼
Lynch Investment Planning, LLC is the largest reported holder of DIMENSIONAL US HIGH with $8.8M across 230,470 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 2026-09-26.