DFA INVESTMENT DIMENSIONS GROUP INC - DFCEX
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FIRST MERCHANTS CORP | History | Added to | 76,931 | 2,300 | 0.09% | 0.07% | 1 | +9,719 | 14.46% | Q1 2026 | Apr 16, 2026 |
| Coston, McIsaac & Partners | History | Closed out | 0 | 0 | — | 0.21% | — | -31,181 | -100.0% | Q4 2025 | Feb 03, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | Closed out | 0 | 0 | — | 0.12% | — | -18,047 | -100.0% | Q4 2025 | Jan 20, 2026 |
| Oakworth Capital, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,742 | -100.0% | Q4 2025 | Jan 30, 2026 |
| Motiv8 Investments LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -2,331 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Westside Investment Management, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -2,065 | -100.0% | Q4 2025 | Jan 23, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -942 | -100.0% | Q4 2025 | Jan 30, 2026 |
| Transce3nd, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -135 | -100.0% | Q4 2025 | Feb 06, 2026 |