DFA INVESTMENT DIMENSIONS GROUP INC - DFLVX
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Wealthspire Advisors, LLC | History | No change | 11,381 | 740 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Williams Jones Wealth Management, LLC. | History | No change | 10,424 | 683 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Coston, McIsaac & Partners | History | No change | 4,396 | 285 | 0.06% | 0.06% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Westside Investment Management, Inc. | History | No change | 2,268 | 150 | 0.02% | 0.02% | 4 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Oakworth Capital, Inc. | History | Added to | 956 | 62 | 0.0% | 0.0% | 5 | +4 | 0.42% | Q3 2026 | Oct 26, 2026 |
| NBT BANK, N.A. | History | Reduced | 587 | 38 | 0.0% | 0.0% | 6 | -44 | -6.97% | Q3 2026 | Oct 21, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | Closed out | 0 | 0 | — | 0.75% | — | -81,125 | -100.0% | Q3 2026 | Oct 30, 2026 |