DFA INVESTMENT DIMENSIONS GROUP INC - DFLVX
Sector:
Funds
· Industry:
Investment Company / BDC
Website:
No information yet
· Social:
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Company profile
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Quarter snapshot
Latest / Compare
Q1 2026
· Q4 2025
Value (USD)
Total reported value ($000)
$4.165M
QoQ value delta ($000)
+$501K
(+13.67%)
Implied price effect (QoQ)
+0.35%
Shares
Total shares
73,756
QoQ shares delta
+8,645
(+13.28%)
Total shares held by funds (by quarter)
Market chart (DFLVX)
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Top holders (Q1 2026)
Top 25 only
Full list
Partial Q1 2026 data: 7 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.
| Manager | Value ($000) | Shares | % of 13F |
|---|---|---|---|
| KELLEHER FINANCIAL ADVISORS | 2,487 | 42,613 | 0.63% |
| Williams Jones Wealth Management, LLC. | 608 | 10,424 | 0.01% |
| McIlrath & Eck, LLC | 298 | 5,111 | 0.02% |
| Coston, McIsaac & Partners | 245 | 4,210 | 0.06% |
| VSM Wealth Advisory, LLC | 207 | 5,811 | 0.06% |
| Motiv8 Investments LLC | 133 | 2,370 | 0.07% |
| Westside Investment Management, Inc. | 132 | 2,268 | 0.02% |
| Oakworth Capital, Inc. | 55 | 949 | 0.0% |