DFA INVESTMENT DIMENSIONS GROUP INC - DFSVX

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q1 2026 · Compare: Q4 2025
13D/13G major owners: Ownership tab.
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
FIRST MERCHANTS CORP History Reduced 55,899 3,072 0.12% 0.12% 1 -4,457 -7.38% Q1 2026 Apr 16, 2026
Sequent Asset Management, LLC History Closed out 0 0 5.03% -219,361 -100.0% Q4 2025 Feb 10, 2026
KELLEHER FINANCIAL ADVISORS History Closed out 0 0 0.61% -51,591 -100.0% Q4 2025 Jan 20, 2026
Coston, McIsaac & Partners History Closed out 0 0 0.1% -8,345 -100.0% Q4 2025 Feb 03, 2026
Westside Investment Management, Inc. History Closed out 0 0 0.01% -1,493 -100.0% Q4 2025 Jan 23, 2026
Motiv8 Investments LLC History Closed out 0 0 0.04% -1,348 -100.0% Q4 2025 Feb 13, 2026
Transce3nd, LLC History Closed out 0 0 -2 -100.0% Q4 2025 Feb 06, 2026