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DIMENSIONAL FUND ADVISORS LP: FUNC position timeline

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

DIMENSIONAL FUND ADVISORS LP held 361,916 FUNC 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 361,916 shares
    Change vs previous 13F +974 shares

    <0.01% of the 13F portfolio, value $15,964,535.

    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 360,942 shares
    Change vs previous 13F -1,587 shares

    <0.01% of the 13F portfolio, value $13,224,978.

    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 362,529 shares
    Change vs previous 13F -4,335 shares

    <0.01% of the 13F portfolio, value $13,573,431.

    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 366,864 shares
    Change vs previous 13F -4,039 shares

    <0.01% of the 13F portfolio, value $13,489,562.

    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 370,903 shares
    Change vs previous 13F -3,331 shares

    <0.01% of the 13F portfolio, value $11,500,749.

    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 374,234 shares
    Change vs previous 13F -7,408 shares

    <0.01% of the 13F portfolio, value $11,234,329.

    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 381,642 shares
    Change vs previous 13F -2,033 shares

    <0.01% of the 13F portfolio, value $12,865,173.

    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 383,675 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $11,448,810.

    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).