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 | 81,125 | 5,276 | 0.75% | 0.63% | 1 | +38,512 | 90.38% | Q2 2026 | Aug 06, 2026 |
| Wealthspire Advisors, LLC | History | New | 11,381 | 740 | 0.0% | — | 2 | +11,381 | New | Q2 2026 | Aug 11, 2026 |
| Williams Jones Wealth Management, LLC. | History | No change | 10,424 | 677 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| McIlrath & Eck, LLC | History | No change | 5,111 | 298 | 0.02% | 0.02% | 4 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Coston, McIsaac & Partners | History | Added to | 4,396 | 285 | 0.06% | 0.06% | 5 | +186 | 4.42% | Q2 2026 | Aug 12, 2026 |
| Westside Investment Management, Inc. | History | No change | 2,268 | 147 | 0.02% | 0.02% | 6 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Oakworth Capital, Inc. | History | Added to | 952 | 61 | 0.0% | 0.0% | 7 | +3 | 0.32% | Q2 2026 | Jul 22, 2026 |
| NBT BANK, N.A. | History | New | 631 | 41 | 0.0% | — | 8 | +631 | New | Q2 2026 | Jul 29, 2026 |
| VSM Wealth Advisory, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -5,811 | -100.0% | Q2 2026 | Jul 22, 2026 |