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Dfa Invt Dimensions Group In shares owned by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY

Quarter-by-quarter ownership of Dfa Invt Dimensions Group In (DFMC) shares owned by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY from 13F filings

Historical chart of SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY investment in Dfa Invt Dimensions Group In

Tip: Access up to 7 years of quarterly data

All positions including Dfa Invt Dimensions Group In held by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dfa Invt Dimensions Group In by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY

Quarter filed Position value Share count Share price at filing
2026-06-30 $258k 5.1k 50.81

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JPMorgan Chase & Co. (JPM)

View all positions for SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY

Top funds holding Dfa Invt Dimensions Group In

Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Dimensional Fund Advisors
McIlrath & Eck
Susquehanna International
Citadel Advisors
Goldman Sachs Group
Sheets Smith Wealth Management
Cypress Point Wealth Management
Jane Street
Quantinno Capital Management
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY
Schubert & Co
Cambridge Investment Research Advisors
Accurate Wealth Management
Allodium Investment Consultants

View all funds holding Dfa Invt Dimensions Group In