Funds holding Dfa Invt Dimensions Group Inc
ISIN US2332037850 · United States · LEI 549300XGRTBJCE41BD26
- Fund holders
- 7
- Of which ETFs
- 0 7 other funds
- Value held
- 78.5M $
Other securities from the same issuer : DFA INVESTMENT DIMENSIONS GROUP INC (US23320G4635)
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| AVIP Moderate Growth Model Portfolio AuguStar Variable Insurance Products Fund Inc | 655,711 | 25.2M $ | 1.92 % | as of Mar 31, 2026 ↗ |
| Symmetry Panoramic International Equity Fund Symmetry Panoramic Trust | 439,980 | 18.8M $ | 7.71 % | as of Feb 28, 2026 ↗ |
| AVIP Balanced Model Portfolio AuguStar Variable Insurance Products Fund Inc | 320,486 | 12.3M $ | 1.90 % | as of Mar 31, 2026 ↗ |
| AVIP Growth Model Portfolio AuguStar Variable Insurance Products Fund Inc | 247,581 | 9.5M $ | 2.89 % | as of Mar 31, 2026 ↗ |
| Symmetry Panoramic Global Equity Fund Symmetry Panoramic Trust | 136,400 | 5.8M $ | 1.45 % | as of Feb 28, 2026 ↗ |
| Symmetry Panoramic Tax-Managed Global Equity Fund Symmetry Panoramic Trust | 125,208 | 5.4M $ | 3.04 % | as of Feb 28, 2026 ↗ |
| AVIP Moderately Conservative Model Portfolio AuguStar Variable Insurance Products Fund Inc | 38,029 | 1.5M $ | 0.94 % | as of Mar 31, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table counts shares; this one measures how much this security weighs inside each fund.
| Fund | Weight in fund | |
|---|---|---|
| Symmetry Panoramic International Equity Fund Symmetry Panoramic Trust | 7.71 % | as of Feb 28, 2026 ↗ |
| Symmetry Panoramic Tax-Managed Global Equity Fund Symmetry Panoramic Trust | 3.04 % | as of Feb 28, 2026 ↗ |
| AVIP Growth Model Portfolio AuguStar Variable Insurance Products Fund Inc | 2.89 % | as of Mar 31, 2026 ↗ |
| AVIP Moderate Growth Model Portfolio AuguStar Variable Insurance Products Fund Inc | 1.92 % | as of Mar 31, 2026 ↗ |
| AVIP Balanced Model Portfolio AuguStar Variable Insurance Products Fund Inc | 1.90 % | as of Mar 31, 2026 ↗ |
| Symmetry Panoramic Global Equity Fund Symmetry Panoramic Trust | 1.45 % | as of Feb 28, 2026 ↗ |
| AVIP Moderately Conservative Model Portfolio AuguStar Variable Insurance Products Fund Inc | 0.94 % | as of Mar 31, 2026 ↗ |
Quarter after quarter
Each SEC quarterly data set, newest first. The change is read against the quarter before it.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 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 Invt Dimensions Group Inc". https://titelia.com/en/stocks/dfa-invt-dimensions-group-inc-US2332037850