DFA INVT DIMENSIONS GROUP IN DFMC
U.S. MIC CAP SHS · ETP · CUSIP 25239Y238
27
institutional holders
+18 vs Q1 2026
1.6m
shares reported held*
$97.0mreported value*
19 new
6 added
1 reduced
0 sold out
net bought ≈ $21.2m (+347.2k shares)
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $61.04.
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q1 2026 | 9 |
| Q2 2026 | 27 |
Biggest buyers
| BANK OF MONTREAL /CAN/ | New | +191.3k |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | Added | +83.9k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | +21.0k |
| SHEETS SMITH WEALTH MANAGEMENT | New | +14.7k |
| JANE STREET GROUP, LLC | New | +8.3k |
| Cypress Point Wealth Management, LLC | Added | +8.0k |
| Quantinno Capital Management LP | New | +5.9k |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | New | +5.1k |
| Corus Family Wealth Advisors | New | +4.4k |
| Accurate Wealth Management, LLC | New | +3.7k |
Biggest sellers
| GOLDMAN SACHS GROUP INC | Reduced | -14.3k |
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1.11% of their portfolio | 1.2m $75.6m | Added +83.9k |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 191.3k $11.7m | New |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 25.0k $1.5m | Unchanged |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 21.0k $1.3m | New |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 19.9k $1.2m | Added +3.5k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 19.2k $1.2m | Reduced -14.3k |
| SHEETS SMITH WEALTH MANAGEMENT 0.09% of their portfolio | 14.7k $896.0k | New |
| Cypress Point Wealth Management, LLC 0.17% of their portfolio | 13.8k $843.1k | Added +8.0k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 8.3k $508.9k | New |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 7.7k $468.0k | Added +2.1k |
| Quantinno Capital Management LP 0.00% of their portfolio | 5.9k $358.4k | New |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 0.14% of their portfolio | 5.1k $258.0k | New |
| Corus Family Wealth Advisors 0.19% of their portfolio | 4.4k $269.9k | New |
| Accurate Wealth Management, LLC 0.02% of their portfolio | 3.7k $222.1k | New |
| Allodium Investment Consultants, LLC 0.10% of their portfolio | 3.7k $224.5k | New |
| Strategic Investment Solutions, Inc. /IL 0.04% of their portfolio | 2.6k $157.5k | New |
| Rachor Investment Advisory Services, LLC 0.06% of their portfolio | 2.1k $128.1k | Added +289 |
| Integrated Wealth Concepts LLC 0.00% of their portfolio | 1.1k $67.4k | New |
| Burk Holdings LLC 0.02% of their portfolio | 800 $48.9k | New |
| Farther Finance Advisors, LLC 0.00% of their portfolio | 643 $39.3k | New |
| CX Institutional 0.00% of their portfolio | 400 $24.0k | New |
| Timmons Wealth Management, LLC 0.00% of their portfolio | 110 $6.7k | New |
| EverSource Wealth Advisors, LLC 0.00% of their portfolio | 60 $3.7k | New |
| LAM GROUP, INC. 0.00% of their portfolio | 50 $3.1k | Added +30 |
| LRI Investments, LLC 0.00% of their portfolio | 28 $1.7k | New |
| Coston, McIsaac & Partners 0.00% of their portfolio | 19 $1.0k | New |
| Allworth Financial LP 0.00% of their portfolio | 4 $245 | New |