Who owns DFA INVT DIMENSIONS GROUP INC U.S. TRGTD VAL?
- Ticker: DFAT
- CUSIP Number: 25239y162
Tip: Access positions for across all investors
Analyze quarterly positions in Dfa Invt Dimensions Group Inc U.s. Trgtd Val with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Dfa Invt Dimensions Group Inc U.s. Trgtd Val stock
Who bought or sold DFA INVT DIMENSIONS GROUP INC U.S. TRGTD VAL this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Vestia Personal Wealth Advisors | 185k | $12M | 100% | Sep 2026 |
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| Gradient Capital Advisors | 133k | $8.8M | 100% | Sep 2026 |
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| Studio Investment Management | 128k | $8.5M | 100% | Sep 2026 |
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| Fortitude Family Office | 78k | $5.2M | 100% | Sep 2026 |
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| Ares Financial Consulting | 74k | $4.9M | 100% | Sep 2026 |
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| Strategic Blueprint | 32k | $2.1M | 100% | Sep 2026 |
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| Root Financial Partners | 31k | $2.0M | 100% | Sep 2026 |
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| Lodestone Wealth Management | 28k | $1.8M | 100% | Sep 2026 |
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| McCarley & Cook Financial Planners | 22k | $1.5M | 100% | Sep 2026 |
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| Monument Group Wealth Advisors | 8.3k | $552k | 100% | Sep 2026 |
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| Pinnacle Wealth Management Advisory | 5.5k | $366k | 100% | Sep 2026 |
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| Washington Trust Advisors | 4.2k | $277k | 100% | Sep 2026 |
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| Personal Resources Investment & Strategic Management | 3.8k | $255k | 100% | Sep 2026 |
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| Align Financial | 3.3k | $222k | 100% | Sep 2026 |
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| Princeton Global Asset Management | 2.2k | $148k | 100% | Sep 2026 |
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| S.A. Mason | 2.0k | $135k | 100% | Sep 2026 |
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| Global Trust Asset Management | 1.0k | $66k | 100% | Sep 2026 |
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| CGC Financial Services | 942.00 | $63k | 100% | Sep 2026 |
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| Mascoma Wealth Management | 575.00 | $38k | 100% | Sep 2026 |
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| Transce3nd | 322.00 | $22k | 100% | Sep 2026 |
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| Trust | 44.00 | $2.9k | 100% | Sep 2026 |
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