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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| KELLEHER FINANCIAL ADVISORS | History | Added to | 42,613 | 2,487 | 0.63% | 0.54% | 1 | +585 | 1.39% | Q1 2026 | May 08, 2026 |
| Williams Jones Wealth Management, LLC. | History | New | 10,424 | 608 | 0.01% | — | 2 | +10,424 | New | Q1 2026 | May 05, 2026 |
| McIlrath & Eck, LLC | History | New | 5,111 | 298 | 0.02% | — | 3 | +5,111 | New | Q1 2026 | May 19, 2026 |
| Coston, McIsaac & Partners | History | Reduced | 4,210 | 245 | 0.06% | 0.06% | 4 | -170 | -3.88% | Q1 2026 | Apr 22, 2026 |
| VSM Wealth Advisory, LLC | History | New | 5,811 | 207 | 0.06% | — | 5 | +5,811 | New | Q1 2026 | May 05, 2026 |
| Motiv8 Investments LLC | History | No change | 2,370 | 133 | 0.07% | 0.07% | 6 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Westside Investment Management, Inc. | History | No change | 2,268 | 132 | 0.02% | 0.02% | 7 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Oakworth Capital, Inc. | History | Added to | 949 | 55 | 0.0% | 0.0% | 8 | +4 | 0.42% | Q1 2026 | Apr 24, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,396 | -100.0% | Q1 2026 | May 01, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,724 | -100.0% | Q1 2026 | May 01, 2026 |