DFA INVESTMENT DIMENSIONS GROUP INC - DFSTX
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| STALEY CAPITAL ADVISERS INC | History | Added to | 21,495 | 1,769 | 0.07% | 0.06% | 1 | +235 | 1.11% | Q2 2026 | Aug 11, 2026 |
| Wealthspire Advisors, LLC | History | New | 8,872 | 552 | 0.0% | — | 2 | +8,872 | New | Q2 2026 | Aug 11, 2026 |
| Coston, McIsaac & Partners | History | Added to | 8,729 | 543 | 0.11% | 0.11% | 3 | +11 | 0.13% | Q2 2026 | Aug 12, 2026 |
| Oakworth Capital, Inc. | History | Added to | 5,635 | 349 | 0.02% | 0.02% | 4 | +16 | 0.28% | Q2 2026 | Jul 22, 2026 |
| Vermillion Wealth Management, Inc. | History | New | 5,205 | 324 | 0.08% | — | 5 | +5,205 | New | Q2 2026 | Jul 15, 2026 |
| Westside Investment Management, Inc. | History | No change | 694 | 43 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NBT BANK, N.A. | History | New | 480 | 29 | 0.0% | — | 7 | +480 | New | Q2 2026 | Jul 29, 2026 |