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DIMENSIONAL FUND ADVISORS LP: IR position timeline

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

DIMENSIONAL FUND ADVISORS LP held 3,351,281 IR 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 3,351,281 shares
    Change vs previous 13F +146,927 shares

    0.05% of the 13F portfolio, value $274,744,921.

    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 3,204,354 shares
    Change vs previous 13F +34,252 shares

    0.05% of the 13F portfolio, value $256,652,206.

    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 3,170,102 shares
    Change vs previous 13F -123,763 shares

    0.05% of the 13F portfolio, value $251,173,783.

    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 3,293,865 shares
    Change vs previous 13F -83,972 shares

    0.06% of the 13F portfolio, value $272,129,063.

    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 3,377,837 shares
    Change vs previous 13F -223,162 shares

    0.07% of the 13F portfolio, value $281,019,714.

    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 3,600,999 shares
    Change vs previous 13F +14,282 shares

    0.07% of the 13F portfolio, value $288,135,955.

    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 3,586,717 shares
    Change vs previous 13F +73,772 shares

    0.08% of the 13F portfolio, value $324,463,271.

    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 3,512,945 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $344,828,103.

    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).