13F Insight
DOSSIER · 13F Holders · Q2 2026
DFMC

DFA INVT DIMENSIONS GROUP IN

28 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 25239Y238·28 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$98M
visible holders
Holders
28
filers reporting
Concentration
76.85%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management #1
top holder share
AI Holders Summary · Q2 2026

28 institutions reported DFMC in Q2 2026. Empirical Financial Services, LLC d.b.a. Empirical Wealth Management leads at 76.9% 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 202602
BANK OF MONTREAL /CAN/
CIK 0000927971
$12M191K0.00%Q2 202603
DIMENSIONAL FUND ADVISORS LP
CIK 0000354204· Quasi-passive
$2M25K0.00%Q2 202604
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$1M21K0.00%Q2 202605
McIlrath & Eck, LLC
CIK 0001701714
$1M24K0.09%Q1 202606
CITADEL ADVISORS LLC
CIK 0001423053
$1M20K0.00%Q2 202607
GOLDMAN SACHS GROUP INC
CIK 0000886982
$1M19K0.00%Q2 202608
SHEETS SMITH WEALTH MANAGEMENT
CIK 0001157436
$845K15K0.09%Q3 202609
Cypress Point Wealth Management, LLC
CIK 0001825611
$843K14K0.17%Q2 202610
Allodium Investment Consultants, LLC
CIK 0002052983
$790K14K0.32%Q3 202611
Quantinno Capital Management LP
CIK 0001759654
$358K6K0.00%Q2 202612
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$284K6K0.00%Q1 202613
Corus Family Wealth Advisors
CIK 0001894830
$270K4K0.19%Q2 202614
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co
CIK 0002016209
$258K5K0.14%Q2 202615
SACHEM HILL LLC
CIK 0001994333
$226K4K0.04%Q3 202616
Farther Finance Advisors, LLC
CIK 0001992825
$223K4K0.00%Q3 202617
Accurate Wealth Management, LLC
CIK 0001877728
$222K4K0.02%Q2 202618
Strategic Investment Solutions, Inc. /IL
CIK 0001960144
$157K3K0.04%Q2 202619
Rachor Investment Advisory Services, LLC
CIK 0002008792
$128K2K0.06%Q2 202620
Burk Holdings LLC
CIK 0002079815
$49K8000.02%Q2 2026
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