14 institutions reported holding $78.9M of DFA INVT DIMENSIONS GROUP IN (DFMC) in SEC 13F filings for 2026-06-30. Largest institutional holders: Empirical Financial Services, LLC d.b.a. Empirical Wealth Management ($75.6M), SHEETS SMITH WEALTH MANAGEMENT ($895,983), Cypress Point Wealth Management, LLC ($843,082), Cambridge Investment Research Advisors, Inc. ($468,000), Corus Family Wealth Advisors ($269,871). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $75.6M | 1.2M | Added |
| 2 | SHEETS SMITH WEALTH MANAGEMENT | $895,983 | 14,669 | New |
| 3 | Cypress Point Wealth Management, LLC | $843,082 | 13,803 | Added |
| 4 | Cambridge Investment Research Advisors, Inc. | $468,000 | 7,676 | Added |
| 5 | Corus Family Wealth Advisors | $269,871 | 4,418 | New |
| 6 | Allodium Investment Consultants, LLC | $224,476 | 3,675 | New |
| 7 | Accurate Wealth Management, LLC | $222,104 | 3,693 | New |
| 8 | Strategic Investment Solutions, Inc. /IL | $157,496 | 2,579 | New |
| 9 | Rachor Investment Advisory Services, LLC | $128,146 | 2,098 | Added |
| 10 | Farther Finance Advisors, LLC | $39,274 | 643 | New |
| 11 | CX Institutional | $24,000 | 400 | New |
| 12 | EverSource Wealth Advisors, LLC | $3,665 | 60 | New |
| 13 | LAM GROUP, INC. | $3,054 | 50 | Added |
| 14 | LRI Investments, LLC | $1,714 | 28 | New |
Source: SEC Form 13F filings · as of 2026-06-30