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 | No change | 33,731 | 1,667 | 0.34% | 0.34% | 1 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vermillion Wealth Management, Inc. | History | Reduced | 12,355 | 609 | 0.7% | 0.32% | 2 | -15,382 | -55.46% | Q3 2026 | Oct 26, 2026 |
| Westside Investment Management, Inc. | History | No change | 4,522 | 225 | 0.03% | 0.03% | 3 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Transce3nd, LLC | History | Added to | 1,329 | 66 | 0.07% | 0.57% | 4 | +2 | 0.15% | Q3 2026 | Oct 26, 2026 |