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DIMENSIONAL FUND ADVISORS LP: HLIO position timeline

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

DIMENSIONAL FUND ADVISORS LP held 1,549,341 HLIO 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 1,549,341 shares
    Change vs previous 13F -69,371 shares

    0.03% of the 13F portfolio, value $138,280,093.

    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 1,618,712 shares
    Change vs previous 13F +6,347 shares

    0.02% of the 13F portfolio, value $104,743,300.

    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 1,612,365 shares
    Change vs previous 13F -14,431 shares

    0.02% of the 13F portfolio, value $86,246,918.

    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 1,626,796 shares
    Change vs previous 13F +55,206 shares

    0.02% of the 13F portfolio, value $84,805,778.

    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 1,571,590 shares
    Change vs previous 13F +64,644 shares

    0.01% of the 13F portfolio, value $52,444,865.

    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 1,506,946 shares
    Change vs previous 13F +68,160 shares

    0.01% of the 13F portfolio, value $48,357,326.

    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 1,438,786 shares
    Change vs previous 13F +79,178 shares

    0.02% of the 13F portfolio, value $64,227,470.

    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 1,359,608 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $64,852,275.

    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).