Skip to content
Disclosery

DIMENSIONAL FUND ADVISORS LP: CALM position timeline

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

DIMENSIONAL FUND ADVISORS LP held 2,742,643 CALM shares at 2026-06-30 per its 13F-HR filed 2026-08-11, and reported 2,921,735 shares, 6.3%, in a 13G/A filed 2026-10-08.

Estimated current stake: 2,921,735 shares, 6.3% of the class

Estimated from 13G/A of 2026-10-08. As of 2026-09-30, 13G/A 0000354204-26-001022.

Shares are the reporting group's aggregate and may include entities that do not file a 13F.

Percent of portfolio stays on the 13F for 2026-06-30.

  1. event date2026-09-30
    13G/A 2,921,735 shares
    Share basis changed not comparable

    6.3% of the class. Different basis (group aggregate from 13G/A).

    13G/A 0000354204-26-001022 filed by DIMENSIONAL FUND ADVISORS LP
    Accepted , ingested

    A 13D/G states the aggregate of its reporting persons, which may include entities that do not file a 13F.

  2. period ended2026-06-30
    13F 2,742,643 shares
    Change vs previous 13F +223,160 shares

    0.04% of the 13F portfolio, value $220,940,539.

    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).

  3. period ended2026-03-31
    13F 2,519,483 shares
    Change vs previous 13F +300,910 shares

    0.04% of the 13F portfolio, value $199,415,597.

    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).

  4. period ended2025-12-31
    13F 2,218,573 shares
    Change vs previous 13F +166,402 shares

    0.04% of the 13F portfolio, value $176,535,769.

    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).

  5. period ended2025-09-30
    13F 2,052,171 shares
    Change vs previous 13F +39,669 shares

    0.04% of the 13F portfolio, value $193,117,948.

    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).

  6. period ended2025-06-30
    13F 2,012,502 shares
    Change vs previous 13F -93,077 shares

    0.05% of the 13F portfolio, value $200,504,844.

    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).

  7. period ended2025-03-31
    13F 2,105,579 shares
    Change vs previous 13F -207,899 shares

    0.05% of the 13F portfolio, value $191,395,789.

    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).

  8. period ended2024-12-31
    13F 2,313,478 shares
    Change vs previous 13F -325,526 shares

    0.06% of the 13F portfolio, value $238,100,847.

    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).

  9. period ended2024-09-30
    13F 2,639,004 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $197,501,817.

    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).