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

DFA INVT DIMENSIONS GROUP IN

97 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 25239Y196·97 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$1.3B
visible holders
Holders
97
filers reporting
Concentration
27.44%
Forum Financial Management, LP #1
top holder share
AI Holders Summary · Q3 2026

97 institutions reported DUHP in Q3 2026. Forum Financial Management, LP leads at 27.4% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Forum Financial Management, LP
CIK 0001911832
$370M8.8M4.81%Q3 202602
Apella Capital, LLC
CIK 0001801507
$185M4.3M2.34%Q3 202603
ASSETMARK, INC
CIK 0001344551
$133M3.2M0.22%Q3 202604
Root Financial Partners, LLC
CIK 0001977181
$88M2.1M2.95%Q3 202605
FINANCIAL CONSULATE, INC
CIK 0001624510
$88M2.1M9.77%Q3 202606
Retirement Solution LLC
CIK 0001914606
$55M1.3M10.55%Q3 202607
DiNuzzo Private Wealth, Inc.
CIK 0001994563
$53M1.3M5.22%Q3 202608
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$48M1.1M0.07%Q3 202609
FULTON BANK, N.A.
CIK 0000883782
$44M1.1M1.35%Q3 202610
True Wealth Design, LLC
CIK 0001966033
$34M790K7.87%Q3 202611
Forvis Mazars Wealth Advisors, LLC
CIK 0001352864
$33M793K0.55%Q3 202612
LVZ, Inc.
CIK 0001574408
$30M708K3.04%Q3 202613
SAX WEALTH ADVISORS, LLC
CIK 0001846150
$29M701K0.84%Q3 202614
Sterling Wealth Management, Inc.
CIK 0002011149
$29M698K7.54%Q3 202615
Discipline Wealth Solutions, LLC
CIK 0002010507
$28M672K2.45%Q3 202616
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC
CIK 0001767601
$22M527K3.14%Q3 202617
LEGACY FINANCIAL GROUP, INC.
CIK 0001965579
$22M524K4.95%Q3 202618
Parkshore Wealth Management, Inc.
CIK 0002024251
$21M499K5.32%Q3 202619
Level Financial Advisors
CIK 0001871734
$19M447K4.14%Q3 202620
Pinnacle Wealth Management Advisory Group, LLC
CIK 0001631864
$17M408K1.00%Q3 2026
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