DOSSIER · 13F Holders · Q2 2026
DFMC

DFA INVT DIMENSIONS GROUP IN

16 institutions still hold DFA INVT DIMENSIONS GROUP IN as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 25239Y238·16 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$83M
visible holders
Holders
16
filers reporting
Concentration
91.48%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management #1
top holder share
AI Holders Summary · Q2 2026

16 institutions reported DFMC in Q2 2026. Empirical Financial Services, LLC d.b.a. Empirical Wealth Management leads at 91.5% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
CIK 0001510434
$76M1.2M1.10%Q2 2026
02
GOLDMAN SACHS GROUP INC
CIK 0000886982
$2M34K0.00%Q1 2026
03
DIMENSIONAL FUND ADVISORS LP
CIK 0000354204· Quasi-passive
$1M25K0.00%Q1 2026
04
McIlrath & Eck, LLC
CIK 0001701714
$1M24K0.09%Q1 2026
05
SHEETS SMITH WEALTH MANAGEMENT
CIK 0001157436
$896K15K0.09%Q2 2026
06
Cypress Point Wealth Management, LLC
CIK 0001825611
$843K14K0.17%Q2 2026
07
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$284K6K0.00%Q1 2026
08
Allodium Investment Consultants, LLC
CIK 0002052983
$224K4K0.10%Q2 2026
09
Accurate Wealth Management, LLC
CIK 0001877728
$222K4K0.02%Q2 2026
10
Strategic Investment Solutions, Inc. /IL
CIK 0001960144
$157K3K0.04%Q2 2026
11
Rachor Investment Advisory Services, LLC
CIK 0002008792
$128K2K0.06%Q2 2026
12
Farther Finance Advisors, LLC
CIK 0001992825
$39K6430.00%Q2 2026
13
CX Institutional
CIK 0001737089
$24K4000.00%Q2 2026
14
EverSource Wealth Advisors, LLC
CIK 0001710537
$4K600.00%Q2 2026
15
LAM GROUP, INC.
CIK 0001961944
$3K500.00%Q2 2026
16
LRI Investments, LLC
CIK 0002023325
$2K280.00%Q2 2026