HolderBook

DFA INVT DIMENSIONS GROUP IN (DFMC)

Institutional ownership reported to the SEC as of Q2 2026, across 2 quarters.

23
Reporting holders
$96.3M
Reported value
0.0%
Held as options
+15
Holder change

Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.

Holders

FilerValueShares Their book Held Change
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$75.6M1,238,0521.10%2q+7.3%+$5.1M
BANK OF MONTREAL /CAN/$11.7M191,2790.00%newNEW
DIMENSIONAL FUND ADVISORS LP$1.5M25,0000.00%2qHELD
SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.3M20,9540.00%newNEW
CITADEL ADVISORS LLC$1.2M19,9140.00%2q+21.6%+$215.8K
GOLDMAN SACHS GROUP INC$1.2M19,2120.00%2q-42.7%-$876.1K
SHEETS SMITH WEALTH MANAGEMENT$896.0K14,6690.09%newNEW
Cypress Point Wealth Management, LLC$843.1K13,8030.17%2q+138.0%+$488.8K
JANE STREET GROUP, LLC$508.9K8,3310.00%newNEW
Quantinno Capital Management LP$358.4K5,8670.00%newNEW
Corus Family Wealth Advisors$269.9K4,4180.19%newNEW
Allodium Investment Consultants, LLC$224.5K3,6750.10%newNEW
Accurate Wealth Management, LLC$222.1K3,6930.02%newNEW
Strategic Investment Solutions, Inc. /IL$157.5K2,5790.04%newNEW
Rachor Investment Advisory Services, LLC$128.1K2,0980.06%2q+16.0%+$17.7K
Integrated Wealth Concepts LLC$67.4K1,1030.00%newNEW
Burk Holdings LLC$48.9K8000.02%newNEW
Farther Finance Advisors, LLC$39.3K6430.00%newNEW
Timmons Wealth Management, LLC$6.7K1100.00%newNEW
EverSource Wealth Advisors, LLC$3.7K600.00%newNEW
LAM GROUP, INC.$3.1K500.00%2q+150.0%+$1.8K
LRI Investments, LLC$1.7K280.00%newNEW
Cambridge Investment Research Advisors, Inc.$4687,6760.00%2q+37.4%
Allworth Financial LP$24540.00%newNEW
CX Institutional$244000.00%newNEW
Coston, McIsaac & Partners$1190.00%newNEW

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 202623$96.3M1,576,34216510.0%
Q1 20268$64.1M1,261,0998000.0%