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 | New | 1,154,128 | 58,700 | 1.01% | — | 1 | +1,154,128 | New | Q1 2026 | May 04, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 33,556 | 1,706 | 0.0% | — | 2 | +33,556 | New | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | New | 25,000 | 1,271 | 0.0% | — | 3 | +25,000 | New | Q1 2026 | May 07, 2026 |
| McIlrath & Eck, LLC | History | New | 24,405 | 1,241 | 0.09% | — | 4 | +24,405 | New | Q1 2026 | May 19, 2026 |
| CITADEL ADVISORS LLC | History | New | 16,381 | 833 | 0.0% | — | 5 | +16,381 | New | Q1 2026 | May 15, 2026 |
| Cypress Point Wealth Management, LLC | History | New | 5,800 | 294 | 0.06% | — | 6 | +5,800 | New | Q1 2026 | Apr 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 5,588 | 284 | 0.0% | — | 7 | +5,588 | New | Q1 2026 | Apr 30, 2026 |
| Rachor Investment Advisory Services, LLC | History | New | 1,809 | 92 | 0.05% | — | 8 | +1,809 | New | Q1 2026 | May 07, 2026 |
| LAM GROUP, INC. | History | New | 20 | 1 | 0.0% | — | 9 | +20 | New | Q1 2026 | Apr 22, 2026 |