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 | 40,847 | 1,807 | 0.42% | 0.49% | 1 | -7,082 | -14.78% | Q4 2025 | Feb 03, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | No change | 13,018 | 576 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Westside Investment Management, Inc. | History | No change | 4,522 | 201 | 0.03% | 0.03% | 3 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Motiv8 Investments LLC | History | New | 2,984 | 132 | 0.07% | — | 4 | +2,984 | New | Q4 2025 | Feb 13, 2026 |
| Transce3nd, LLC | History | Added to | 1,329 | 60 | 0.48% | 0.04% | 5 | +3 | 0.23% | Q4 2025 | Feb 06, 2026 |
| Vermillion Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.42% | — | -35,743 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Hurley Capital, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,471 | -100.0% | Q3 2025 | Nov 12, 2025 |