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 | Reduced | 70,738 | 2,421 | 0.08% | 0.09% | 1 | -3,063 | -4.15% | Q3 2026 | Oct 15, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | No change | 35,189 | 1,233 | 0.17% | 0.17% | 2 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Coston, McIsaac & Partners | History | No change | 27,827 | 975 | 0.2% | 0.2% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Oakworth Capital, Inc. | History | No change | 2,764 | 94 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 2,510 | 88 | 0.02% | 0.02% | 5 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Westside Investment Management, Inc. | History | No change | 2,065 | 72 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NBT BANK, N.A. | History | No change | 569 | 19 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Transce3nd, LLC | History | No change | 136 | 4 | 0.04% | 0.04% | 8 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |