DOSSIER · 13F Holders · Q3 2026
DFAR

DFA INVT DIMENSIONS GROUP IN

4 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 25239Y147·4 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$15M
visible holders
Holders
4
filers reporting
Concentration
62.56%
Apella Capital, LLC #1
top holder share
AI Holders Summary · Q3 2026

4 institutions reported DFAR in Q3 2026. Apella Capital, LLC leads at 62.6% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Apella Capital, LLC
CIK 0001801507
$9M385K0.12%Q3 2026
02
BANNERMAN WEALTH MANAGEMENT GROUP, LLC
CIK 0002058816
$4M174K2.41%Q3 2026
03
CLUNE & ASSOCIATES, LTD.
CIK 0002055816
$1M53K0.20%Q3 2026
04
ELEVATION WEALTH PARTNERS, LLC
CIK 0001976256
$30K1K0.01%Q3 2026