Filing Research | DFA INVT DIMENSIONS GROUP IN Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

12 / 12 loaded

#		Instrument	quantity
1	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	1.2MSH	$75.6M
2	SHEETS SMITH WEALTH MANAGEMENT	Shares	14.7KSH	$896.0K
3	Cypress Point Wealth Management, LLC	Shares	13.8KSH	$843.1K
4	Allodium Investment Consultants, LLC	Shares	3.7KSH	$224.5K
5	Accurate Wealth Management, LLC	Shares	3.7KSH	$222.1K
6	Strategic Investment Solutions, Inc. /IL	Shares	2.6KSH	$157.5K
7	Rachor Investment Advisory Services, LLC	Shares	2.1KSH	$128.1K
8	Farther Finance Advisors, LLC	Shares	643SH	$39.3K
9	EverSource Wealth Advisors, LLC	Shares	60SH	$3.7K
10	LAM GROUP, INC.	Shares	50SH	$3.1K
11	LRI Investments, LLC	Shares	28SH	$1.7K
12	CX Institutional	Shares	400SH	$24

Manager changes2026-06-30 vs 2026-03-31

12 / 12 loaded

#		Instrument
1	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added	Shares	+83.9K	+$16.9M	$75.6M
2	SHEETS SMITH WEALTH MANAGEMENT new	Shares	+14.7K	+$896.0K	$896.0K
3	Cypress Point Wealth Management, LLC added	Shares	+8.0K	+$548.1K	$843.1K
4	Allodium Investment Consultants, LLC new	Shares	+3.7K	+$224.5K	$224.5K
5	Accurate Wealth Management, LLC new	Shares	+3.7K	+$222.1K	$222.1K
6	Strategic Investment Solutions, Inc. /IL new	Shares	+2.6K	+$157.5K	$157.5K
7	Farther Finance Advisors, LLC new	Shares	+643	+$39.3K	$39.3K
8	Rachor Investment Advisory Services, LLC added	Shares	+289	+$36.1K	$128.1K
9	EverSource Wealth Advisors, LLC new	Shares	+60	+$3.7K	$3.7K
10	LAM GROUP, INC. added	Shares	+30	+$2.0K	$3.1K
11	LRI Investments, LLC new	Shares	+28	+$1.7K	$1.7K
12	CX Institutional new	Shares	+400	+$24	$24

Filing Research | DFA INVT DIMENSIONS GROUP IN Institutional Holdings