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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | No change | 65,144 | 3,231 | 0.05% | 0.05% | 1 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Motiv8 Investments LLC | History | New | 16,908 | 839 | 0.46% | — | 2 | +16,908 | New | Q4 2025 | Feb 13, 2026 |
| L & S Advisors Inc | History | No change | 6,999 | 347 | 0.03% | 0.03% | 3 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Jackson Wealth Management, LLC | History | No change | 6,639 | 329 | 0.03% | 0.03% | 4 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Added to | 4,523 | 224 | 0.0% | 0.0% | 5 | +10 | 0.22% | Q4 2025 | Feb 12, 2026 |
| Coston, McIsaac & Partners | History | Reduced | 3,904 | 193 | 0.04% | 0.07% | 6 | -2,029 | -34.2% | Q4 2025 | Feb 03, 2026 |
| Oakworth Capital, Inc. | History | No change | 102 | 5 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.0% | — | -8,266 | -100.0% | Q3 2025 | Oct 10, 2025 |
| CARDEROCK CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.06% | — | -4,781 | -100.0% | Q3 2025 | Oct 17, 2025 |