DFA INVESTMENT DIMENSIONS GROUP INC - DFQTX
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Coston, McIsaac & Partners | History | Reduced | 32,753 | 1,425 | 0.32% | 0.42% | 1 | -8,094 | -19.82% | Q1 2026 | Apr 22, 2026 |
| Westside Investment Management, Inc. | History | No change | 4,522 | 198 | 0.03% | 0.03% | 2 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Motiv8 Investments LLC | History | No change | 2,984 | 132 | 0.07% | 0.07% | 3 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Transce3nd, LLC | History | Added to | 1,333 | 57 | 0.51% | 0.48% | 4 | +4 | 0.3% | Q1 2026 | May 07, 2026 |
| McIlrath & Eck, LLC | History | New | 828 | 36 | 0.0% | — | 5 | +828 | New | Q1 2026 | May 19, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Closed out | 0 | 0 | — | 0.01% | — | -13,018 | -100.0% | Q1 2026 | May 01, 2026 |