DWUSX — Dfa Invt Dimensions Group In Institutional Holders · Q3 2026
Who owns Dfa Invt Dimensions Group In (DWUSX)? 21 institutions reported holding $327.41M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Apella Capital, LLC ($216.8M), Market Street Wealth Management Advisors LLC ($34.9M), Clune & Associates, Ltd. ($26.8M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Apella Capital, LLC | $216.8M | 5.3M | New |
| 2 | MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | $34.9M | 692,861 | New |
| 3 | CLUNE & ASSOCIATES, LTD. | $26.8M | 732,852 | New |
| 4 | BOS Asset Management, LLC | $12.3M | 327,821 | New |
| 5 | Financial Symmetry Inc | $7.1M | 163,507 | New |
| 6 | Marquette Asset Management, LLC | $5.5M | 148,069 | New |
| 7 | INTEGRATED CAPITAL MANAGEMENT, INC. | $4.8M | 128,235 | New |
| 8 | BANNERMAN WEALTH MANAGEMENT GROUP, LLC | $4.2M | 174,331 | New |
| 9 | Valeo Financial Advisors, LLC | $4.1M | 53,325 | New |
| 10 | Intelligence Driven Advisers, LLC | $3.4M | 81,597 | New |
| 11 | Wedmont Private Capital | $2.5M | 63,518 | New |
| 12 | Bullock Wealth Management Group | $2.4M | 32,766 | New |
| 13 | CogentBlue Wealth Advisors, LLC | $1.0M | 24,727 | New |
| 14 | First Heartland Consultants, Inc. | $467,702 | 111,446 | New |
| 15 | Acropolis Investment Management, LLC | $276,642 | 7,383 | New |
| 16 | Prism Advisors, Inc. | $254,769 | 3,771 | New |
| 17 | Trust Co | $214,976 | 2,783 | New |
| 18 | GILPIN WEALTH MANAGEMENT, LLC | $202,226 | 5,397 | New |
| 19 | ELEVATION WEALTH PARTNERS, LLC | $29,890 | 1,237 | New |
| 20 | Investors Research Corp | $23,344 | 557 | New |
| 21 | Dorato Capital Management | $12,925 | 342 | New |
Source: SEC Form 13F filings · as of 2026-09-30