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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| McIlrath & Eck, LLC | History | No change | 1,446,459 | 30,115 | 2.23% | 2.23% | 1 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Coston, McIsaac & Partners | History | Added to | 62,398 | 1,369 | 0.28% | 0.29% | 2 | +325 | 0.52% | Q2 2026 | Aug 12, 2026 |
| GREAT LAKES ADVISORS, LLC | History | No change | 12,674 | 278 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Vermillion Wealth Management, Inc. | History | New | 9,636 | 211 | 0.05% | — | 4 | +9,636 | New | Q2 2026 | Jul 15, 2026 |
| Financial Gravity Companies, Inc. | History | New | 3,633 | 79 | 0.01% | — | 5 | +3,633 | New | Q2 2026 | Aug 05, 2026 |
| Westside Investment Management, Inc. | History | No change | 3,471 | 76 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 3,633 | 75 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| NBT BANK, N.A. | History | New | 687 | 15 | 0.0% | — | 8 | +687 | New | Q2 2026 | Jul 29, 2026 |
| Transce3nd, LLC | History | Added to | 461 | 10 | 0.09% | 0.08% | 9 | +5 | 1.1% | Q2 2026 | Jul 24, 2026 |