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DIMENSIONAL INVESTMENT GROUP INC

CIK: 0000861929 Equity
Report date: 2026-03-27
AUM $117M
Expense Ratio —
Category Equity
State MD
Fiscal Year End —
Inception Date —
Manager —
Latest Filing 2026-03-27

About this Fund

Dimensional Investment Group Inc is a renowned mutual fund company that has been at the forefront of asset management, providing a wide range of investment solutions to cater to the diverse needs of its clients. With a strong focus on wealth management, the company offers a broad spectrum of mutual funds, including equity, debt, hybrid, and specialty funds, each designed to meet specific investment objectives. By leveraging its expertise in portfolio management, Dimensional Investment Group Inc helps investors create a well-diversified investment portfolio that aligns with their risk tolerance, financial goals, and investment horizon. The company's investment approach is centered around a disciplined, research-driven methodology that seeks to deliver consistent, long-term results, making it an attractive option for investors seeking a reliable partner for their investment needs. Dimensional Investment Group Inc has established itself as a trusted name in the mutual fund industry, with a strong reputation for its commitment to transparency, accountability, and investor-centric approach. The company's extensive range of mutual funds provides investors with the flexibility to choose from a variety of investment options, including systematic investment plans (SIPs), which enable them to invest a fixed amount of money at regular intervals, thereby promoting a disciplined approach to investing. By offering a comprehensive suite of investment solutions, Dimensional Investment Group Inc empowers investors to take control of their financial future, whether they are seeking to grow their wealth, generate income, or preserve their capital. The company's experienced team of investment professionals works closely with clients to understand their unique needs and goals, providing personalized guidance and support to help them navigate the complexities of the investment landscape. With a proven track record of delivering strong investment performance, Dimensional Investment Group Inc has earned the trust of investors worldwide, who appreciate the company's unwavering commitment to its core values of integrity, excellence, and customer satisfaction. The company's mutual funds are designed to cater to a broad range of investor profiles, from conservative investors seeking stable returns to more aggressive investors looking to capitalize on growth opportunities. By combining its investment expertise with a deep understanding of the markets and the economy, Dimensional Investment Group Inc is well-positioned to help investors achieve their financial objectives, whether they are individual investors, financial advisors, or institutional clients. As a leading mutual fund company, Dimensional Investment Group Inc continues to innovate and evolve, leveraging the latest research and technology to stay ahead of the curve and deliver cutting-edge investment solutions that meet the evolving needs of its clients.

Holdings

From latest SEC N-PORT filing · US-listed stocks only

6 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 CSCO CISCO SYSTEMS INC Since 2026-05-10 17277BB20 STIV
0.43%
 $0.50 500,000
2 CSCO CISCO SYSTEMS INC Since 2026-05-10 17277BB61 STIV
0.49%
 $0.57 575,000
3 CSCO CISCO SYSTEMS INC Since 2026-05-10 17277BCC7 STIV
0.85%
 $1.00 1,000,000
4 CSCO CISCO SYSTEMS INC Since 2026-05-10 17277BFC4 STIV
0.42%
 $0.49 500,000
5 MRK MERCK & CO INC Since 2026-05-10 58933YBU8 Debt
1.12%
 $1.31 1,301,000
6 WMT WALMART INC Since 2026-05-10 931142FM0 Debt
0.91%
 $1.06 1,056,000
Frequently Asked Questions — DIMENSIONAL INVESTMENT GROUP INC
What type of mutual fund is DIMENSIONAL INVESTMENT GROUP INC?
DIMENSIONAL INVESTMENT GROUP INC is a SEC-registered Equity fund, with $117M in assets under management. Equity funds invest primarily in a diversified portfolio of stocks and equities, aiming for long-term capital appreciation. They carry higher market risk than bond or money market funds but historically offer stronger long-term returns. Equity mutual funds can be further classified as large-cap, mid-cap, small-cap, growth, value, or sector-specific depending on their investment mandate. As of its latest SEC N-PORT filing, DIMENSIONAL INVESTMENT GROUP INC holds 6 portfolio positions, all detailed in the holdings table on this page.
What are DIMENSIONAL INVESTMENT GROUP INC's assets under management (AUM)?
DIMENSIONAL INVESTMENT GROUP INC has $117M in assets under management (AUM) according to its most recent SEC N-PORT filing on StockSifting. AUM represents the total market value of all securities and other assets held by the fund as of the report date. A larger AUM generally signals a more established fund with greater institutional adoption, more trading liquidity, and potentially lower per-unit operational costs due to economies of scale. AUM changes daily as market prices fluctuate and as investors purchase or redeem fund shares — the figure shown here reflects the most recently available N-PORT disclosure, not the current real-time value. For the live figure, consult the fund's official website or its latest SEC EDGAR filing.
What are DIMENSIONAL INVESTMENT GROUP INC's top holdings?
According to DIMENSIONAL INVESTMENT GROUP INC's most recent SEC N-PORT filing, the fund's largest holdings by portfolio weight include CISCO SYSTEMS INC, CISCO SYSTEMS INC, CISCO SYSTEMS INC , among others. The complete list of all 6 holdings — including CUSIP, asset type, portfolio weight percentage, dollar value, and share quantity — is available in the holdings table above. Holdings data is sourced directly from SEC EDGAR N-PORT filings and reflects the fund's positions as of the report date shown at the top of this page. Due to the 60-day SEC disclosure lag, these positions may differ from the fund's current portfolio. For the latest holdings before public release, refer to SEC EDGAR directly.
What is DIMENSIONAL INVESTMENT GROUP INC's expense ratio?
Expense ratio data for DIMENSIONAL INVESTMENT GROUP INC is not currently available in StockSifting's database. The expense ratio is the annual fee charged by a mutual fund as a percentage of your investment, covering management fees and operational costs. It is one of the most important factors affecting net long-term returns — lower expense ratios allow more of a fund's gross performance to flow through to investors. For the most accurate and current expense ratio, refer to the fund's official prospectus or its SEC EDGAR filings. You can also contact us if you believe this data should be present.
Where can I find DIMENSIONAL INVESTMENT GROUP INC's SEC filings?
DIMENSIONAL INVESTMENT GROUP INC is required to file monthly portfolio reports (Form N-PORT) with the U.S. Securities and Exchange Commission (SEC). Its SEC Central Index Key (CIK) is 0000861929. You can access all of DIMENSIONAL INVESTMENT GROUP INC's SEC filings — including N-PORT holdings disclosures, annual reports (Form N-CEN), and registration statements — directly on SEC EDGAR (CIK: 0000861929). N-PORT filings disclose the fund's complete portfolio holdings, fair value measurements, and certain risk metrics as of each filing period end date. StockSifting automatically parses these filings to populate the holdings table, AUM figures, and expense ratio displayed on this page, making the raw EDGAR data accessible without needing to download and parse XML files manually.
How current is DIMENSIONAL INVESTMENT GROUP INC's holdings data on StockSifting?
Holdings data for DIMENSIONAL INVESTMENT GROUP INC on StockSifting is sourced from its most recent SEC EDGAR N-PORT filing. Under SEC rules, registered investment companies must file N-PORT reports monthly, but these are made publicly available approximately 60 days after the reporting period end date. This means the holdings shown on this page reflect the fund's portfolio from roughly two months prior — not today's exact positions. The Report date displayed at the top of this page indicates exactly when the underlying data was current. If the fund has made significant portfolio changes since that date — responding to market events, earnings releases, or macro shifts — those changes will not be reflected here until the next N-PORT filing is released. For the most up-to-date holdings before the public disclosure window, refer to the fund's official website or SEC EDGAR directly. StockSifting is best used for fundamental research and historical portfolio analysis, not real-time trading decisions.