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DIMENSIONAL FUND ADVISORS LP: BDC position timeline

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

DIMENSIONAL FUND ADVISORS LP held 1,127,823 BDC 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 1,127,823 shares
    Change vs previous 13F +94,974 shares

    0.02% of the 13F portfolio, value $135,234,014.

    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 1,032,849 shares
    Change vs previous 13F -19,244 shares

    0.02% of the 13F portfolio, value $118,592,530.

    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 1,052,093 shares
    Change vs previous 13F -10,063 shares

    0.03% of the 13F portfolio, value $122,625,191.

    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 1,062,156 shares
    Change vs previous 13F -30,519 shares

    0.03% of the 13F portfolio, value $127,745,410.

    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 1,092,675 shares
    Change vs previous 13F -58,712 shares

    0.03% of the 13F portfolio, value $126,536,493.

    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 1,151,387 shares
    Change vs previous 13F -124,957 shares

    0.03% of the 13F portfolio, value $115,423,595.

    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 1,276,344 shares
    Change vs previous 13F -131,469 shares

    0.03% of the 13F portfolio, value $143,729,741.

    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 1,407,813 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $164,893,661.

    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).