DFA INVESTMENT DIMENSIONS GROUP INC - DFIEX
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Coston, McIsaac & Partners | History | Reduced | 68,300 | 1,385 | 0.32% | 0.33% | 1 | -3,562 | -4.96% | Q4 2025 | Feb 03, 2026 |
| GREAT LAKES ADVISORS, LLC | History | No change | 12,674 | 257 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Motiv8 Investments LLC | History | New | 4,903 | 99 | 0.05% | — | 3 | +4,903 | New | Q4 2025 | Feb 13, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 3,633 | 73 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Westside Investment Management, Inc. | History | No change | 3,471 | 71 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Transce3nd, LLC | History | Added to | 455 | 9 | 0.07% | — | 6 | +5 | 1.11% | Q4 2025 | Feb 06, 2026 |
| Vermillion Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.09% | — | -16,721 | -100.0% | Q3 2025 | Oct 23, 2025 |