Dimensional 2040 T/R RTR-InsDRIHX
13F holders, Q4 2025 (December 31)1holders
0new positions
0sold out
$13.70avg. 13F price*
At the end of Q4 2025, 1 institutions reported holding Dimensional 2040 T/R RTR-Ins (DRIHX) in their 13F filings, unchanged from Q3 2025. 0 opened new positions and 0 sold out. The largest holder was Coston, McIsaac & Partners ($4K).
- Company
- Dimensional 2040 T/R RTR-Ins
- CUSIP
- 25239Y477
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q3 2025 → Q4 2025: 9 shares bought, net +9 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Coston, McIsaac & Partners | 0.00% | Add +3.2% | 292 | $4K |
"% of holder's portfolio" is DRIHX's weight in each manager's 13F, not the share of Dimensional 2040 T/R RTR-Ins the manager owns.