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
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Q2 2026
· Q1 2026
Value (USD)
Total reported value ($000)
$7.525M
QoQ value delta ($000)
+$3.493M
(+86.63%)
Implied price effect (QoQ)
+14.57%
Shares
Total shares
116,288
QoQ shares delta
+44,902
(+62.9%)
Total shares held by funds (by quarter)
Market chart (DFLVX)
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Top holders (Q2 2026)
Top 25 only
Full list
Partial Q2 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 | 5,276 | 81,125 | 0.75% |
| Wealthspire Advisors, LLC | 740 | 11,381 | 0.0% |
| Williams Jones Wealth Management, LLC. | 677 | 10,424 | 0.01% |
| McIlrath & Eck, LLC | 298 | 5,111 | 0.02% |
| Coston, McIsaac & Partners | 285 | 4,396 | 0.06% |
| Westside Investment Management, Inc. | 147 | 2,268 | 0.02% |
| Oakworth Capital, Inc. | 61 | 952 | 0.0% |
| NBT BANK, N.A. | 41 | 631 | 0.0% |