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DIMENSIONAL FUND ADVISORS LP: APAM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of DIMENSIONAL FUND ADVISORS LP on APAM, newest first. How the timeline and the estimate are built.

DIMENSIONAL FUND ADVISORS LP held 1,742,180 APAM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,742,180 shares
    Change vs previous 13F +71,800 shares

    0.01% of the 13F portfolio, value $60,161,876.

    13F-HR 0000354204-26-000866 filed by DIMENSIONAL FUND ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,670,380 shares
    Change vs previous 13F +30,863 shares

    0.01% of the 13F portfolio, value $60,781,970.

    13F-HR 0000354204-26-000581 filed by DIMENSIONAL FUND ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,639,517 shares
    Change vs previous 13F +13,581 shares

    0.01% of the 13F portfolio, value $66,795,125.

    13F-HR 0000354204-26-000347 filed by DIMENSIONAL FUND ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,625,936 shares
    Change vs previous 13F +16,437 shares

    0.02% of the 13F portfolio, value $70,566,489.

    13F-HR 0000354204-25-001337 filed by DIMENSIONAL FUND ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,609,499 shares
    Change vs previous 13F -9,192 shares

    0.02% of the 13F portfolio, value $71,351,188.

    13F-HR 0000354204-25-001097 filed by DIMENSIONAL FUND ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,618,691 shares
    Change vs previous 13F -7,090 shares

    0.02% of the 13F portfolio, value $63,288,824.

    13F-HR 0000354204-25-000866 filed by DIMENSIONAL FUND ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,625,781 shares
    Change vs previous 13F -10,342 shares

    0.02% of the 13F portfolio, value $69,991,164.

    13F-HR 0000354204-25-000528 filed by DIMENSIONAL FUND ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,636,123 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $70,876,184.

    13F-HR 0000354204-24-004773 filed by DIMENSIONAL FUND ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).