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 | Added to | 33,731 | 1,667 | 0.34% | 0.32% | 1 | +978 | 2.99% | Q2 2026 | Aug 12, 2026 |
| Vermillion Wealth Management, Inc. | History | New | 27,737 | 1,371 | 0.32% | — | 2 | +27,737 | New | Q2 2026 | Jul 15, 2026 |
| Westside Investment Management, Inc. | History | No change | 4,522 | 223 | 0.03% | 0.03% | 3 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Transce3nd, LLC | History | Reduced | 1,327 | 65 | 0.57% | 0.51% | 4 | -6 | -0.45% | Q2 2026 | Jul 24, 2026 |
| McIlrath & Eck, LLC | History | No change | 828 | 36 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q1 2026 | May 19, 2026 |