Stock ownership · SEC 13F · Q4 2025

DIMENSIONAL US

A breakdown of DIMENSIONAL US's institutional base (CUSIP 25434V724): the holders, the concentration among them, and what changed last quarter.

$2.1M
Reported value
4
Institutions
100%
Top-5 share

The verdict

$2.1M of DIMENSIONAL US is reported by 4 institutions as of Q4 2025; ownership is held overwhelmingly by a small core of institutions.

4
institutions hold it
$2.1M
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 25434V724 · Q4 2025 $2M reported

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

  • VALUE-TRACE $2.1M
  • HOLDERS-FOCUS 4 filers
  • CONC-DOM 100% top-5
  • PHOTO-UNK No peer
  • ACTIVITY-MID 4 new
  • BOOK-FULL 8Q history

Read with: Ownership concentration guide - DIMENSIONAL US'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
  1. 1
    TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC $1.1M
  2. 2
    Cross Staff Investments Inc $484K
  3. 3
    BDFS Capital LLC $234K
  4. 4
    Strategic Investment Solutions, Inc. /IL $186K

Top 4 reported holders by value · Q4 2025

Institutional ownership over time

The number of institutions reporting a DIMENSIONAL US position has held steady from 4 to 4 over the last 8 quarters of 13F filings.

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

Top Institutional Holders

# Institution Shares Value Share of reported
1 TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 24,623 $1.1M 55.9%
2 Cross Staff Investments Inc 10,391 $484K 23.6%
3 BDFS Capital LLC 5,027 $234K 11.4%
4 Strategic Investment Solutions, Inc. /IL 4,003 $186K 9.1%

Investment Discretion

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

Sole discretion (SOLE)
100.0%

Latest Quarter Activity · Q4 2025

New positions (4)

TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC $1.1M
Cross Staff Investments Inc $484K
BDFS Capital LLC $234K
Strategic Investment Solutions, Inc. /IL $186K

Complete exits (5)

JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) exited
Ariadne Wealth Management, LP exited
Cherry Tree Wealth Management, LLC exited
CIBC Private Wealth Group LLC exited
Asset Dedication, LLC exited

Frequently Asked Questions

How many institutions hold DIMENSIONAL US?▼
DIMENSIONAL US 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?▼
Institutions report $2.1M of DIMENSIONAL US as of Q4 2025.
How concentrated is ownership of DIMENSIONAL US?▼
The top five institutional holders account for 100% of the reported institutional value in DIMENSIONAL US, making ownership held overwhelmingly by a small core of institutions.
Who is the largest institutional holder of DIMENSIONAL US?▼
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC is the largest reported holder of DIMENSIONAL US with $1.1M across 24,623 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.