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DIMENSIONAL FUND ADVISORS LP: HEI-A position timeline

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

DIMENSIONAL FUND ADVISORS LP held 327,074 HEI-A 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 327,074 shares
    Change vs previous 13F +15,971 shares

    0.02% of the 13F portfolio, value $84,343,083.

    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 311,103 shares
    Change vs previous 13F -11,539 shares

    0.01% of the 13F portfolio, value $65,649,661.

    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 322,642 shares
    Change vs previous 13F +25,261 shares

    0.02% of the 13F portfolio, value $81,454,044.

    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 297,381 shares
    Change vs previous 13F -5,107 shares

    0.02% of the 13F portfolio, value $75,552,772.

    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 302,488 shares
    Change vs previous 13F -5,355 shares

    0.02% of the 13F portfolio, value $78,270,075.

    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 307,843 shares
    Change vs previous 13F -3,827 shares

    0.02% of the 13F portfolio, value $64,937,437.

    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 311,670 shares
    Change vs previous 13F +12,467 shares

    0.01% of the 13F portfolio, value $57,999,076.

    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 299,203 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $60,961,820.

    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).