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DaveManuel.com · Institutional Ownership · Who Owns It

DFA INVT DIMENSIONS GROUP IN (DFMC)

Institutional ownership reported to the SEC as of Q2 2026, across 3 quarters.

27
Reporting holders
$97.0M
Reported value
0.0%
Calls
0.0%
Puts
+18
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

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
Cambridge Investment Research Advisors, Inc.$468.0K7,6760.00%2q+37.4%+$127.3K
Quantinno Capital Management LP$358.4K5,8670.00%newNEW
Corus Family Wealth Advisors$269.9K4,4180.19%newNEW
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co$258.0K5,0770.14%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
Burk Holdings LLC$48.9K8000.02%newNEW
Cherry Tree Wealth Management, LLC$43.4K7110.01%newNEW
Farther Finance Advisors, LLC$39.3K6430.00%newNEW
CX Institutional$24.0K4000.00%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
Coston, McIsaac & Partners$1.0K190.00%newNEW
Allworth Financial LP$24540.00%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
Q3 202614$78.5M1,373,7685520.0%
Q2 202627$97.0M1,589,12219610.0%
Q1 20269$64.4M1,266,6879000.0%