DFA INVESTMENT DIMENSIONS GROUP INC - DFEOX
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| McIlrath & Eck, LLC | History | No change | 33,138 | 1,610 | 0.12% | 0.12% | 1 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Wealthspire Advisors, LLC | History | New | 12,618 | 697 | 0.0% | — | 2 | +12,618 | New | Q2 2026 | Aug 11, 2026 |
| L & S Advisors Inc | History | No change | 6,999 | 386 | 0.04% | 0.04% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Reduced | 4,523 | 249 | 0.0% | 0.0% | 4 | -1 | -0.02% | Q2 2026 | Aug 10, 2026 |
| Coston, McIsaac & Partners | History | Reduced | 1,388 | 76 | 0.02% | 0.04% | 5 | -2,525 | -64.53% | Q2 2026 | Aug 12, 2026 |
| Oakworth Capital, Inc. | History | No change | 103 | 5 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Jackson Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -6,639 | -100.0% | Q2 2026 | Aug 20, 2026 |