DFA INVESTMENT DIMENSIONS GROUP INC - DFCEX

Sector: Funds · Industry: Investment Company / BDC
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Company profile

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Quarter snapshot

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Q3 2026 · Q2 2026
Value (USD)
Total reported value ($000)
$4.906M
QoQ value delta ($000)
-$166K (-3.27%)
Implied price effect (QoQ)
-1.18%
Shares
Total shares
141,798
QoQ shares delta
-3,063 (-2.11%)
Total shares held by funds (by quarter)
Shares (left)

Fund holders include prior positions carried forward until a new 13F confirms a change. Reported holders have reported a position in this security for that quarter; this is not the total number of 13F filers.

Market chart (DFCEX)

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Top holders (Q3 2026)

Top 25 only Full list
Partial Q3 2026 data: 1 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.
Manager Value ($000) Shares % of 13F
FIRST MERCHANTS CORP 2,421 70,738 0.08%
KELLEHER FINANCIAL ADVISORS 1,233 35,189 0.17%
Coston, McIsaac & Partners 975 27,827 0.2%
Oakworth Capital, Inc. 94 2,764 0.0%
Vermillion Wealth Management, Inc. 88 2,510 0.02%
Westside Investment Management, Inc. 72 2,065 0.01%
NBT BANK, N.A. 19 569 0.0%
Transce3nd, LLC 4 136 0.04%