DFA INVT DIMENSIONS GROUP IN - DFMC
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 1,238,052 | 75,620 | 1.1% | 1.1% | 1 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 191,279 | 11,683 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | No change | 25,000 | 1,527 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 20,954 | 1,279 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 19,914 | 1,216 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 19,212 | 1,173 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | No change | 14,669 | 895 | 0.09% | 0.09% | 7 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Cypress Point Wealth Management, LLC | History | No change | 13,803 | 843 | 0.17% | 0.17% | 8 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| JANE STREET GROUP, LLC | History | No change | 8,331 | 508 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 5,867 | 358 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Corus Family Wealth Advisors | History | No change | 4,418 | 269 | 0.19% | 0.19% | 11 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | History | No change | 5,077 | 257 | 0.14% | 0.14% | 12 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 3,838 | 234 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Allodium Investment Consultants, LLC | History | No change | 3,675 | 224 | 0.1% | 0.1% | 14 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 3,899 | 222 | 0.0% | 0.0% | 16 | +3,256 | 506.38% | Q3 2026 | Oct 08, 2026 |
| Accurate Wealth Management, LLC | History | No change | 3,693 | 222 | 0.02% | 0.02% | 15 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 2,579 | 157 | 0.04% | 0.04% | 17 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Rachor Investment Advisory Services, LLC | History | No change | 2,098 | 128 | 0.06% | 0.06% | 18 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Burk Holdings LLC | History | No change | 800 | 48 | 0.02% | 0.02% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 711 | 43 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| CX Institutional | History | Reduced | 200 | 11 | 0.0% | 0.0% | 21 | -200 | -50.0% | Q3 2026 | Oct 02, 2026 |
| Timmons Wealth Management, LLC | History | No change | 110 | 6 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 60 | 3 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| LAM GROUP, INC. | History | No change | 50 | 3 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Coston, McIsaac & Partners | History | No change | 19 | 1 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LRI Investments, LLC | History | No change | 28 | 1 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Allworth Financial LP | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |