DFA INVESTMENT DIMENSIONS GROUP INC - DFSVX
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| McIlrath & Eck, LLC | History | No change | 367,323 | 20,191 | 1.5% | 1.5% | 1 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Sequent Asset Management, LLC | History | Added to | 229,345 | 13,937 | 5.88% | 5.79% | 2 | +9,184 | 4.17% | Q2 2026 | Jul 21, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | Added to | 98,224 | 5,969 | 0.85% | 0.71% | 3 | +46,932 | 91.5% | Q2 2026 | Aug 06, 2026 |
| FIRST MERCHANTS CORP | History | Reduced | 51,251 | 3,114 | 0.11% | 0.12% | 4 | -4,648 | -8.31% | Q2 2026 | Jul 15, 2026 |
| Coston, McIsaac & Partners | History | Added to | 8,397 | 510 | 0.1% | 0.1% | 5 | +21 | 0.25% | Q2 2026 | Aug 12, 2026 |
| Westside Investment Management, Inc. | History | No change | 1,493 | 90 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NBT BANK, N.A. | History | New | 714 | 43 | 0.0% | — | 7 | +714 | New | Q2 2026 | Jul 29, 2026 |
| Transce3nd, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |