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 | New | 367,323 | 20,191 | 1.5% | — | 1 | +367,323 | New | Q1 2026 | May 19, 2026 |
| Sequent Asset Management, LLC | History | No change | 219,361 | 11,328 | 5.03% | 5.03% | 2 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| FIRST MERCHANTS CORP | History | Reduced | 55,899 | 3,072 | 0.12% | 0.12% | 3 | -4,457 | -7.38% | Q1 2026 | Apr 16, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | Reduced | 51,292 | 2,819 | 0.71% | 0.61% | 4 | -299 | -0.58% | Q1 2026 | May 08, 2026 |
| Coston, McIsaac & Partners | History | Added to | 8,376 | 460 | 0.1% | 0.1% | 5 | +31 | 0.37% | Q1 2026 | Apr 22, 2026 |
| Westside Investment Management, Inc. | History | No change | 1,493 | 82 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Motiv8 Investments LLC | History | No change | 1,348 | 70 | 0.04% | 0.04% | 7 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Transce3nd, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 07, 2026 |