Funds holding DFA INVESTMENT DIMENSIONS GROUP INC
ISIN US2332037850 · United States · LEI 549300XGRTBJCE41BD26
- Fund holders
- 7
- Of which ETFs
- 0 7 other funds
- Value held
- 84.1M $
This issuer has other securities: DFA INVESTMENT DIMENSIONS GROUP INC (US23320G4635)
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| AVIP Moderate Growth Model Portfolio AuguStar Variable Insurance Products Fund Inc | 574,546 | 27M $ | 1.95 % | as of Jun 30, 2026 ↗ |
| Symmetry Panoramic International Equity Fund Symmetry Panoramic Trust | 413,063 | 19.4M $ | 7.95 % | as of May 31, 2026 ↗ |
| AVIP Balanced Model Portfolio AuguStar Variable Insurance Products Fund Inc | 278,282 | 13.1M $ | 1.95 % | as of Jun 30, 2026 ↗ |
| AVIP Growth Model Portfolio AuguStar Variable Insurance Products Fund Inc | 227,075 | 10.7M $ | 2.95 % | as of Jun 30, 2026 ↗ |
| Symmetry Panoramic Global Equity Fund Symmetry Panoramic Trust | 136,400 | 6.4M $ | 1.55 % | as of May 31, 2026 ↗ |
| Symmetry Panoramic Tax-Managed Global Equity Fund Symmetry Panoramic Trust | 125,208 | 5.9M $ | 3.12 % | as of May 31, 2026 ↗ |
| AVIP Moderately Conservative Model Portfolio AuguStar Variable Insurance Products Fund Inc | 33,260 | 1.6M $ | 1.01 % | as of Jun 30, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of this security in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Symmetry Panoramic International Equity Fund Symmetry Panoramic Trust | 7.95 % | as of May 31, 2026 ↗ |
| Symmetry Panoramic Tax-Managed Global Equity Fund Symmetry Panoramic Trust | 3.12 % | as of May 31, 2026 ↗ |
| AVIP Growth Model Portfolio AuguStar Variable Insurance Products Fund Inc | 2.95 % | as of Jun 30, 2026 ↗ |
| AVIP Balanced Model Portfolio AuguStar Variable Insurance Products Fund Inc | 1.95 % | as of Jun 30, 2026 ↗ |
| AVIP Moderate Growth Model Portfolio AuguStar Variable Insurance Products Fund Inc | 1.95 % | as of Jun 30, 2026 ↗ |
| Symmetry Panoramic Global Equity Fund Symmetry Panoramic Trust | 1.55 % | as of May 31, 2026 ↗ |
| AVIP Moderately Conservative Model Portfolio AuguStar Variable Insurance Products Fund Inc | 1.01 % | as of Jun 30, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 7 | 0 | 1,787,834 | -8.9 % |
| 2026Q2 | 7 | 0 | 1,963,395 | -10.7 % |
| 2026Q1 | 7 | 0 | 2,198,585 | -4.3 % |
| 2025Q4 | 7 | 0 | 2,297,602 | -5.2 % |
| 2025Q3 | 7 | 0 | 2,424,397 | -7.3 % |
| 2025Q2 | 7 | 0 | 2,616,029 | -6.5 % |
| 2025Q1 | 7 | 0 | 2,797,143 | +1.2 % |
| 2024Q4 | 7 | 0 | 2,763,699 | -4.7 % |
| 2024Q3 | 7 | 0 | 2,898,566 | -9.6 % |
| 2024Q2 | 7 | 0 | 3,206,131 | -8.3 % |
| 2024Q1 | 7 | 0 | 3,497,798 | -3.4 % |
| 2023Q4 | 7 | 3,622,375 |
Institutional managers
2 managers declare this security to the SEC (Form 13F).
| Manager | Shares | Value | |
|---|---|---|---|
| Diversified Trust Co | 5,858 | 225.1K $ | as of Mar 31, 2026 |
| Westside Investment Management, Inc. | 410 | 15.9K $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Funds holding DFA INVESTMENT DIMENSIONS GROUP INC". https://titelia.com/en/stocks/dfa-investment-dimensions-group-inc-US2332037850