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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FIRST MERCHANTS CORP | History | Reduced | 55,899 | 3,072 | 0.12% | 0.12% | 1 | -4,457 | -7.38% | Q1 2026 | Apr 16, 2026 |
| Coston, McIsaac & Partners | History | Added to | 8,376 | 460 | 0.1% | 0.1% | 2 | +31 | 0.37% | Q1 2026 | Apr 22, 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 |
| 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 |