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DIMENSIONAL FUND ADVISORS LP: IVT position timeline

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

DIMENSIONAL FUND ADVISORS LP held 1,129,063 IVT 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 1,129,063 shares
    Change vs previous 13F +57,683 shares

    0.01% of the 13F portfolio, value $39,971,121.

    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 1,071,380 shares
    Change vs previous 13F +80,985 shares

    0.01% of the 13F portfolio, value $32,635,017.

    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 990,395 shares
    Change vs previous 13F -17,915 shares

    0.01% of the 13F portfolio, value $27,938,988.

    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 1,008,310 shares
    Change vs previous 13F +49,336 shares

    0.01% of the 13F portfolio, value $28,858,238.

    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 958,974 shares
    Change vs previous 13F +15,278 shares

    0.01% of the 13F portfolio, value $26,276,374.

    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 943,696 shares
    Change vs previous 13F +35,389 shares

    0.01% of the 13F portfolio, value $27,715,948.

    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 908,307 shares
    Change vs previous 13F +77,299 shares

    0.01% of the 13F portfolio, value $27,366,365.

    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 831,008 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $23,575,601.

    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).