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

DFA INVT DIMENSIONS GROUP INC U.S. TRGTD VAL

20 institutions still hold DFA INVT DIMENSIONS GROUP INC U.S. TRGTD VAL as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 25239Y162·20 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$49M
visible holders
Holders
20
filers reporting
Concentration
24.93%
VESTIA PERSONAL WEALTH ADVISORS #1
top holder share
AI Holders Summary · Q3 2026

20 institutions reported DFAT in Q3 2026. VESTIA PERSONAL WEALTH ADVISORS leads at 24.9% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
VESTIA PERSONAL WEALTH ADVISORS
CIK 0002033299
$12M185K4.65%Q3 202602
Gradient Capital Advisors, LLC
CIK 0001727917
$9M132K2.03%Q3 202603
STUDIO INVESTMENT MANAGEMENT LLC
CIK 0001893893
$8M128K1.44%Q3 202604
Fortitude Family Office, LLC
CIK 0001950506
$5M78K0.89%Q3 202605
Ares Financial Consulting, LLC
CIK 0002106717
$5M74K3.39%Q3 202606
Strategic Blueprint, LLC
CIK 0001767821
$2M32K0.10%Q3 202607
Root Financial Partners, LLC
CIK 0001977181
$2M31K0.07%Q3 202608
Lodestone Wealth Management LLC
CIK 0001950158
$2M28K0.62%Q3 202609
McCarley & Cook Financial Planners
CIK 0002159252
$1M22K1.11%Q3 202610
Monument Group Wealth Advisors, LLC
CIK 0001965665
$552K8K0.26%Q3 202611
Pinnacle Wealth Management Advisory Group, LLC
CIK 0001631864
$366K6K0.02%Q3 202612
Washington Trust Advisors, Inc.
CIK 0001900099
$277K4K0.02%Q3 202613
Prism Advisors, Inc.
CIK 0001717027
$255K4K0.06%Q3 202614
Align Financial, LLC
CIK 0002089183
$222K3K0.11%Q3 202615
Princeton Global Asset Management LLC
CIK 0001767349
$148K2K0.02%Q3 202616
S.A. Mason LLC
CIK 0001800911
$135K2K0.04%Q3 202617
Global Trust Asset Management, LLC
CIK 0001729672
$66K1K0.02%Q3 202618
CGC Financial Services, LLC
CIK 0001992785
$63K9420.01%Q3 202619
Mascoma Wealth Management LLC
CIK 0001695664
$38K5750.01%Q3 202620
Trust Co
CIK 0001632554
$3K440.00%Q3 2026