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 | Reduced | 27,917 | 834 | 0.19% | 0.21% | 2 | -3,264 | -10.47% | Q1 2026 | Apr 22, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | Added to | 18,079 | 540 | 0.14% | 0.12% | 3 | +32 | 0.18% | Q1 2026 | May 08, 2026 |
| Oakworth Capital, Inc. | History | Added to | 2,747 | 82 | 0.0% | 0.0% | 4 | +5 | 0.18% | Q1 2026 | Apr 24, 2026 |
| Motiv8 Investments LLC | History | No change | 2,331 | 68 | 0.04% | 0.04% | 5 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Westside Investment Management, Inc. | History | No change | 2,065 | 62 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Transce3nd, LLC | History | No change | 135 | 4 | 0.04% | 0.03% | 7 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -942 | -100.0% | Q1 2026 | May 01, 2026 |