6 institutions reported holding $1.4M of DFA Inv Dimensions Group Inc U (DFEOX) in SEC 13F filings for 2026-06-30. Largest institutional holders: Wealthspire Advisors, LLC ($697,417), L & S Advisors Inc ($386,822), GREAT LAKES ADVISORS, LLC ($249,981), Coston, McIsaac & Partners ($76,000), OAKWORTH CAPITAL, INC. ($5,669). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Wealthspire Advisors, LLC | $697,417 | 12,618 | New |
| 2 | L & S Advisors Inc | $386,822 | 6,999 | Hold |
| 3 | GREAT LAKES ADVISORS, LLC | $249,981 | 4,523 | Trimmed |
| 4 | Coston, McIsaac & Partners | $76,000 | 1,388 | Trimmed |
| 5 | OAKWORTH CAPITAL, INC. | $5,669 | 103 | Hold |
| 6 | Jackson Wealth Management, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30