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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Sequent Asset Management, LLC | History | No change | 229,345 | 13,937 | 5.88% | 5.88% | 1 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| FIRST MERCHANTS CORP | History | Reduced | 51,144 | 3,012 | 0.1% | 0.11% | 2 | -107 | -0.21% | Q3 2026 | Oct 15, 2026 |
| Coston, McIsaac & Partners | History | No change | 8,397 | 510 | 0.1% | 0.1% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Westside Investment Management, Inc. | History | No change | 1,493 | 89 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| NBT BANK, N.A. | History | Reduced | 605 | 35 | 0.0% | 0.0% | 5 | -109 | -15.27% | Q3 2026 | Oct 21, 2026 |
| Transce3nd, LLC | History | Added to | 83 | 5 | 0.0% | — | 6 | +81 | 4050.0% | Q3 2026 | Oct 26, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | Closed out | 0 | 0 | — | 0.85% | — | -98,224 | -100.0% | Q3 2026 | Oct 30, 2026 |