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DIMENSIONAL FUND ADVISORS LP: HQY position timeline

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

DIMENSIONAL FUND ADVISORS LP held 1,869,036 HQY 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 1,869,036 shares
    Change vs previous 13F +241,997 shares

    0.03% of the 13F portfolio, value $168,794,190.

    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 1,627,039 shares
    Change vs previous 13F +45,287 shares

    0.03% of the 13F portfolio, value $135,956,994.

    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 1,581,752 shares
    Change vs previous 13F +22,744 shares

    0.03% of the 13F portfolio, value $144,910,523.

    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 1,559,008 shares
    Change vs previous 13F +38,154 shares

    0.03% of the 13F portfolio, value $147,751,174.

    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 1,520,854 shares
    Change vs previous 13F -12,519 shares

    0.04% of the 13F portfolio, value $159,325,353.

    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 1,533,373 shares
    Change vs previous 13F -49,450 shares

    0.03% of the 13F portfolio, value $135,496,087.

    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 1,582,823 shares
    Change vs previous 13F +1,100 shares

    0.04% of the 13F portfolio, value $151,876,971.

    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 1,581,723 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $129,453,018.

    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).