13F Insight
DOSSIER · 13F Holders · Q3 2026
DFAR

DFA INVT DIMENSIONS GROUP IN

59 institutions still hold DFA INVT DIMENSIONS GROUP IN as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 25239Y147·59 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$227M
visible holders
Holders
59
filers reporting
Concentration
27.57%
Root Financial Partners, LLC #1
top holder share
AI Holders Summary · Q3 2026

59 institutions reported DFAR in Q3 2026. Root Financial Partners, LLC leads at 27.6% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Root Financial Partners, LLC
CIK 0001977181
$63M2.6M2.10%Q3 202602
RAM Investment Partners, LLC
CIK 0001989672
$36M1.5M5.64%Q3 202603
Fidato Wealth LLC
CIK 0001711360
$14M561K7.37%Q3 202604
Core Wealth Management, Inc.
CIK 0001965150
$12M508K3.66%Q3 202605
Onyx Financial Advisors, LLC
CIK 0001957840
$11M450K3.88%Q3 202606
Helen Stephens Group, LLC
CIK 0001895252
$10M431K1.66%Q3 202607
Forum Financial Management, LP
CIK 0001911832
$9M392K0.12%Q3 202608
Apella Capital, LLC
CIK 0001801507
$9M385K0.12%Q3 202609
AWM CAPITAL, LLC
CIK 0001806820
$9M367K0.62%Q3 202610
Atria Investments, Inc
CIK 0001535865
$8M340K0.08%Q3 202611
Vannoy Advisory Group, Inc.
CIK 0002011808
$7M283K3.95%Q3 202612
LEGACY FINANCIAL GROUP, INC.
CIK 0001965579
$6M229K1.25%Q3 202613
Citrine Capital LLC
CIK 0002053242
$6M228K1.86%Q3 202614
Gradient Capital Advisors, LLC
CIK 0001727917
$5M223K1.24%Q3 202615
DIVERSIFY WEALTH MANAGEMENT, LLC
CIK 0002030780
$4M177K0.07%Q3 202616
Diversify Advisory Services, LLC
CIK 0002021232
$4M177K0.07%Q3 202617
BANNERMAN WEALTH MANAGEMENT GROUP, LLC
CIK 0002058816
$4M174K2.41%Q3 202618
MARYLAND CAPITAL ADVISORS INC.
CIK 0001891201
$4M159K1.20%Q3 202619
PFG Advisors
CIK 0001694435
$3M129K0.16%Q3 202620
DWR WEALTH MANAGEMENT, LLC
CIK 0002123012
$3M126K2.14%Q3 2026
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