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DIMENSIONAL FUND ADVISORS LP: CASS position timeline

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

DIMENSIONAL FUND ADVISORS LP held 341,431 CASS 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 341,431 shares
    Change vs previous 13F -5,245 shares

    <0.01% of the 13F portfolio, value $17,522,344.

    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 346,676 shares
    Change vs previous 13F -7,580 shares

    <0.01% of the 13F portfolio, value $15,260,929.

    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 354,256 shares
    Change vs previous 13F -24,674 shares

    <0.01% of the 13F portfolio, value $14,709,135.

    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 378,930 shares
    Change vs previous 13F -10,082 shares

    <0.01% of the 13F portfolio, value $14,903,645.

    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 389,012 shares
    Change vs previous 13F -16,762 shares

    <0.01% of the 13F portfolio, value $16,903,374.

    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 405,774 shares
    Change vs previous 13F -14,765 shares

    <0.01% of the 13F portfolio, value $17,548,746.

    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 420,539 shares
    Change vs previous 13F -3,131 shares

    <0.01% of the 13F portfolio, value $17,204,174.

    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 423,670 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $17,573,698.

    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).