Who Owns DFA INVT DIMENSIONS GROUP IN (DFMC)? -- Institutional Holders (2026-06-30)

27 institutions reported holding $96.8M 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), BANK OF MONTREAL /CAN/ ($11.7M), DIMENSIONAL FUND ADVISORS LP ($1.5M), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($1.3M), CITADEL ADVISORS LLC ($1.2M). 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	BANK OF MONTREAL /CAN/	$11.7M	191,279	New
3	DIMENSIONAL FUND ADVISORS LP	$1.5M	25,000	Hold
4	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$1.3M	20,954	New
5	CITADEL ADVISORS LLC	$1.2M	19,914	Added
6	GOLDMAN SACHS GROUP INC	$1.2M	19,212	Trimmed
7	SHEETS SMITH WEALTH MANAGEMENT	$895,983	14,669	New
8	Cypress Point Wealth Management, LLC	$843,082	13,803	Added
9	JANE STREET GROUP, LLC	$508,857	8,331	New
10	Quantinno Capital Management LP	$358,356	5,867	New
11	Corus Family Wealth Advisors	$269,871	4,418	New
12	SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co	$257,958	5,077	New
13	Cambridge Investment Research Advisors, Inc.	$234,000	3,838	Trimmed
14	Allodium Investment Consultants, LLC	$224,476	3,675	New
15	Accurate Wealth Management, LLC	$222,104	3,693	New
16	Strategic Investment Solutions, Inc. /IL	$157,496	2,579	New
17	Rachor Investment Advisory Services, LLC	$128,146	2,098	Added
18	Burk Holdings LLC	$48,864	800	New
19	Cherry Tree Wealth Management, LLC	$43,428	711	New
20	Farther Finance Advisors, LLC	$39,274	643	New
21	CX Institutional	$24,000	400	New
22	Timmons Wealth Management, LLC	$6,719	110	New
23	EverSource Wealth Advisors, LLC	$3,665	60	New
24	LAM GROUP, INC.	$3,054	50	Added
25	LRI Investments, LLC	$1,714	28	New

来源：SEC 13F 申报文件 · 截至 2026-06-30